A complete list of active advisors currently associated with Marble Trail Advisors

Warmer can help you find a great advisor at Marble Trail Advisors or one who fits your needs even better.

Marble Trail Advisors provides comprehensive wealth management and integrated financial planning to individuals, families, trusts and select institutional clients, coordinating with clients’ attorneys, tax accountants, or insurance professionals when appropriate. The firm also refers a portion of client assets to third‑party money managers and acts as a communication conduit between clients and those managers. Investment decisions are guided by a written Investment Policy Statement and a fundamental, value‑based approach that evaluates both individual securities and overall portfolio risk; portfolios are primarily constructed using equities, exchange‑traded funds, no‑load mutual funds, corporate and municipal securities, and U.S. government securities and are generally managed on a discretionary basis. Financial plans are treated as integral to the relationship and are updated at least annually or when a client’s material circumstances change. Distinctive aspects noted in the firm’s brochure include its ownership structure: Marble Trail Advisors is a wholly owned subsidiary of a tax, accounting, and business consulting firm, and the firms’ shared ownership and reciprocal referral arrangements are disclosed as potential conflicts of interest. The firm also discloses custody‑related practices that are more involved than typical, including serving as trustee in a limited number of client arrangements (with annual independent surprise examinations) and documented relationships with preferred custodians that include support services agreements.

To learn more about the advisors currently working at Marble Trail Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.