Marietta Wealth Management, LLC

Lisa Garris is a CFP® professional at Marietta Wealth Management, LLC with five years of industry experience. She previously worked with Redwood Wealth Management, LLC, and also devotes part of her time to supporting accounting services as an associate at Ben H. Crowe C.P.A. LLC, a full-service CPA firm. Marietta Wealth Management provides wealth management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, and business entities. The firm manages approximately $1.39 billion in client assets and employs an investment process guided by an internal committee that constructs portfolios based on client risk profiles and a variety of investment vehicles.

Charles Holloway III is a CFP® professional with 17 years of industry experience. He is currently associated with Marietta Wealth Management, LLC, where he has worked since 2015. His prior experience includes roles at Henssler Financial and UBS Financial Services. Marietta Wealth Management, LLC provides wealth management, financial planning, and retirement plan consulting services to individuals, families, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $1.39 billion in assets and uses an internal Investment Committee to guide portfolio construction tailored to client risk profiles.

Scott Keller is a CFA® charterholder with 23 years of industry experience. He has worked at Marietta Wealth Management, LLC since 2015 and previously spent 12 years at Henssler Financial. Keller holds a Series 63 license and is based in Marietta, GA. Marietta Wealth Management, LLC provides wealth management, financial planning, retirement plan consulting, and general consulting services to individuals, families, trusts and estates, pension and profit-sharing plans, and business entities. The firm manages approximately $1.39 billion in assets and employs an internal Investment Committee to develop asset-allocation models, guiding individualized portfolios based on client risk profiles.

John Massey is a financial advisor at Marietta Wealth Management, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Qualified Plans, LLC for 21 years before joining Marietta Wealth Management in 2019. Marietta Wealth Management provides wealth management, financial planning, retirement plan consulting, and general consulting services to individuals, families, trusts and estates, pension and profit-sharing plans, and business entities. The firm manages approximately $1.39 billion in assets and employs an Investment Committee to guide portfolio construction based on client risk profiles, offering discretionary management and ERISA fiduciary services.

Benjamin Crowe is a CFP® and CFA® with 22 years of industry experience. He is a managing member of Ben H. Crowe, C.P.A., LLC, a full-service CPA firm separate from his advisory role, where he spends approximately 25% of his time. He has been with Marietta Wealth Management, LLC since 2015 and previously worked at several financial firms, including Baron Financial Services Inc and Henssler Financial. Marietta Wealth Management, LLC is a fee-only firm serving individuals, families, trusts and estates, pension and profit-sharing plans, and business entities. The firm manages around $1.39 billion in assets and uses an Investment Committee to guide personalized portfolio construction based on client risk profiles, offering discretionary management and ERISA fiduciary services for retirement plans.

Stephen Michael is a financial advisor at Marietta Wealth Management, LLC in Marietta, GA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Marietta Wealth Management since 2016. Marietta Wealth Management provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, and business entities. The firm operates on a fee-only basis, managing approximately $974 million in client assets through a team of nine advisors.

Wesley Hackney is a CFP® professional with 12 years of industry experience. He is currently a financial advisor at Marietta Wealth Management, LLC, where he has worked for 11 years. Prior to joining Marietta Wealth Management, he was with Henssler Financial for two years. Marietta Wealth Management, LLC provides wealth management, financial planning, and retirement plan consulting services to individuals, families, trusts, estates, and business entities. The firm manages approximately $1.39 billion in assets and employs an investment process guided by an internal Investment Committee that emphasizes individualized portfolio construction based on client risk profiles and investment policy statements.

Cara Marinovich is a CFP® professional with nine years of experience in financial advising. She has worked at Marietta Wealth Management since 2018 and previously spent six years at Oakbridge Partners, Ltd. Marietta Wealth Management, LLC offers wealth management, financial planning, retirement plan consulting, and general consulting services to individuals, families, trusts and estates, pension and profit-sharing plans, and business entities. The firm’s investment approach is guided by an internal Investment Committee and tailored to client risk profiles using a range of investment vehicles, while also providing ERISA fiduciary services for retirement plans.