A complete list of active advisors currently associated with Marietta Wealth Management, LLC

Warmer can help you find a great advisor at Marietta Wealth Management, LLC or one who fits your needs even better.

Marietta Wealth Management, LLC provides wealth management, financial planning, retirement plan consulting, and general consulting to individuals, families, trusts and estates, pension and profit‑sharing plans, and business entities. The SEC‑registered, fee‑only firm reports managing roughly $1.39 billion in discretionary and non‑discretionary assets for about 448 client relationships. The firm’s investment process is driven by an internal Investment Committee that develops asset‑allocation models and guides IARs in constructing individualized portfolios using mutual funds, ETFs, REITs, bonds, equities and separately managed accounts; client risk profiles and Riskalyze‑generated investment policy statements are used to guide portfolio construction. Marietta Wealth provides discretionary management, conducts mutual fund share‑class analysis, and serves as an ERISA fiduciary for retirement plans, offering both limited‑scope 3(21) and full discretionary 3(38) services and coordinating with custodians and recordkeepers. Distinctive features in the brochure include the firm’s close ties to accounting expertise—multiple principals hold CPA or similar credentials and a principal’s prior CPA practice is disclosed—supplementing its retirement‑plan and tax‑related work. The firm also discloses the use of compensated third‑party referrers and detailed billing arrangements with plan recordkeepers, practices that set its referral and plan‑service operations apart from many peers.

To learn more about the advisors currently working at Marietta Wealth Management, 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.