Marble Wealth, LLC logo

Marble Wealth, LLC

Updated today

Client AUM

$646,090,806

Clients

286

Advisors

5

of 6 employees

About

Marble Wealth provides integrated wealth management services, combining financial planning and discretionary portfolio management for individuals, high‑net‑worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm also offers retirement‑plan advisory (3(21)) services and project‑based financial planning and consulting engagements.

The firm’s investment approach is primarily long‑term, building portfolios largely from ETFs and individual equities while applying fundamental and technical analysis and periodic rebalancing. Marble Wealth may allocate to unaffiliated independent managers, retain legacy positions for tax or portfolio fit, and makes digital‑asset custody available through Fidelity Digital Asset Services for clients who seek cryptocurrency exposure.

Distinctive aspects of the firm include sponsorship of a wrap fee program that bundles trading, custodial and other covered costs into a single asset‑based fee—a feature uncommon among peer team firms—and an institutional relationship with a major custodian that provides research and technology support. Managing approximately $1.05 billion with a small advisory team results in a relatively high average client account size, and the firm discloses broker‑dealer and insurance affiliations and other potential conflicts of interest in its regulatory materials.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting

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Fee options

Fixed

In certain circumstances, fixed annual fees may be charged (specific amounts not given).

Percentage

$0+: 1.00% annually Not explicitly tiered but fees range+: 0.35% to 1.00% annually based on negotiation and asset size

Commissions

Advisory Persons may receive commissions in their separate capacity as registered representatives and insurance professionals; these are not fees charged by the firm.

Other

Minimum fee: In certain circumstances, may charge a fixed annual fee (amount not specified) Fee-only: Wealth management and retirement plan advisory services fees only, no commissions charged by the firm for advisory services.

Main office

4001 Carmichael Road, Suite 240

Montgomery AL 36106

Advisors at this office

5

Most active in

Alabama · Florida · Georgia · Louisiana · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Emily F

Series 63, Series 65

Montgomery, AL

Marble Wealth, LLC

Emily Farrior is a financial advisor at Marble Wealth, LLC in Montgomery, AL, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Raymond James Financial Services and Vintage Press. Farrior is dually registered as an Investment Advisor Representative with Marble Wealth and as a Registered Representative with Sanctuary Securities on a temporary basis. Marble Wealth provides integrated wealth management services for individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm’s investment approach emphasizes long-term portfolio building using ETFs and individual equities, supported by fundamental and technical analysis, periodic rebalancing, and access to digital-asset custody through Fidelity Digital Asset Services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting
user avatar

Adam R

CFA®

Montgomery, AL

Marble Wealth, LLC

Adam Rogers is a CFA® charterholder with four years of industry experience. He is a partner and Chief Investment Officer at Marble Wealth, LLC, joining the firm in 2025 after three years at Sanctuary Advisors, LLC and 17 years with the Retirement Systems of Alabama. Outside of his advisory role, Rogers owns and manages Rogers & Stabler Properties, LLC, which invests in single-family residential real estate. Marble Wealth provides integrated wealth management services for individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using ETFs and individual equities, and offers a wrap fee program along with digital-asset custody through Fidelity Digital Asset Services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting
user avatar

Matthew M

CFP®, Series 66

Montgomery, AL

Marble Wealth, LLC

Matthew Murphy is a CFP® professional with 18 years of experience in the financial services industry. He is currently CEO and advisor at Marble Wealth, LLC, and previously worked at UBS Financial Services and Sanctuary Advisors, LLC. His activities include being a licensed insurance professional, which accounts for a small portion of his business time. Marble Wealth provides integrated wealth management services, combining financial planning and discretionary portfolio management for individuals, families, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using ETFs, individual equities, and independent managers, and offers digital-asset custody through Fidelity Digital Asset Services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting
user avatar

Dustin H

Series 66

Montgomery, AL

Marble Wealth, LLC

Dustin Hatfield is a financial advisor at Marble Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services Inc. and Sanctuary Securities, Inc. He is dually registered as an Investment Advisor Representative and Registered Representative on a temporary basis. Marble Wealth provides integrated wealth management services for individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm’s investment approach is primarily long-term, utilizing ETFs, individual equities, fundamental and technical analysis, and periodic rebalancing, with additional offerings such as digital-asset custody and a wrap fee program.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting
user avatar

Rebecca B

CFP®, Series 66

Montgomery, AL

Marble Wealth, LLC

Rebecca Baker is a CFP® and holds a Series 66 license, with 12 years of industry experience. She currently serves as COO and financial advisor at Marble Wealth, LLC and has prior experience with UBS Financial Services and Sanctuary Advisors. Outside of her advisory role, she is a partner in Marble Family Office, LLC, which provides tax preparation and personal financial statement services. Marble Wealth offers integrated wealth management services to individuals, families, trusts, businesses, charitable organizations, and retirement plans, emphasizing long-term portfolio construction primarily using ETFs and individual equities. The firm sponsors a wrap fee program and provides digital-asset custody through Fidelity Digital Asset Services for clients interested in cryptocurrency exposure.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting
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