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.

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.

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.