A complete list of active advisors currently associated with Mardin Capital Group
Warmer can help you find a great advisor at Mardin Capital Group or one who fits your needs even better.
Mardin Capital Group offers integrated wealth management services to individuals and families, including discretionary investment management and financial planning that consider clients’ financial condition, goals, risk tolerance, liquidity needs, and time horizons. The firm charges asset-based (percentage-of-AUM) fees for ongoing advisement and typically implements portfolios through diversified allocations of exchange-traded funds and mutual funds, with the ability to include individual securities and fixed income when appropriate. The firm describes a planning-driven, goals-based investment approach that segments assets by time horizon and risk profile, emphasizes long-term discipline over market timing, and incorporates proactive, tax-aware strategies such as Roth conversions and tax-loss harvesting. Mardin Capital Group retains discretionary trading authority to execute and rebalance portfolios, and, when appropriate, recommends or hires independent third‑party advisers and model portfolios to manage all or a portion of client accounts. Founded in 2026 and managing roughly $306 million in discretionary assets, the firm discloses an affiliation with Altruist LLC and participation in Altruist’s Model Marketplace and tax-management tools—relationships the brochure identifies as potential conflicts of interest and says it manages through disclosure and due diligence. The firm also notes it may receive a one-time transition support payment from its recommended custodian and retains the discretion to hire or fire third‑party advisers, practices it says are governed by its evaluation and monitoring procedures.
To learn more about the advisors currently working at Mardin Capital Group, 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 |
|---|---|---|
Rye, NH
| 8
| |
Rye, NH
| 19
| |
Rye, NH
| 17
|
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