A complete list of active advisors currently associated with Marble Wealth, LLC
Warmer can help you find a great advisor at Marble Wealth, LLC or one who fits your needs even better.
The firm provides comprehensive wealth management to a broad mix of clients — individuals (including high-net-worth households), families, trusts, estates, businesses, charitable organizations, and retirement plans — combining financial planning and discretionary investment management as a typical, integrated engagement. It also offers retirement plan advisory services (including 3(21) oversight) to plan sponsors and participants. Marble Wealth’s investment approach is primarily long-term and discretionary, constructing portfolios from ETFs and individual equities, selecting institutional or otherwise appropriate mutual fund share classes, and, when appropriate, allocating to unaffiliated independent managers for portions of client assets. The firm recently added a digital asset custody and execution option through Fidelity Digital Asset Services (FDAS) for clients who seek cryptocurrency exposure, while continuing to monitor and rebalance portfolios as client goals or market conditions change. Noteworthy distinctions include that Marble Wealth sponsors a wrap fee program (described in Appendix 1) that bundles transaction, custodial and other “Covered Costs” into a single asset-based fee — a practice that is less common among peer team firms — and has an institutional relationship with Fidelity that provides platform, research, and launch support. The advisor also manages approximately $1.045 billion in client assets (as of December 31, 2025) with a five-advisor team serving roughly 286 client relationships, a scale and platform orientation that may affect custody, trade execution, and product selection decisions.
To learn more about the advisors currently working at Marble Wealth, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Montgomery, AL
| 11
| |
Montgomery, AL
| 12
| |
Montgomery, AL
| 7
| |
Montgomery, AL
| 18
| |
Montgomery, AL
| 3
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")