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

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

MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals (including high‑net‑worth clients), corporations, and other business entities. Offerings include discretionary portfolio management (including SMA/UMA arrangements and access to third‑party Independent Managers), stand‑alone and annual retainer financial planning, topical consulting, and educational seminars. The firm operates as a fiduciary and typically manages accounts on a discretionary, asset‑based basis, constructing portfolios from mutual funds, ETFs, individual securities, structured notes, cash, and model strategies accessed via the Signal/Orion platform. MariPau monitors client objectives and implements rebalancing or manager changes as needed, while custodial and trade execution are generally directed to a recommended custodian (Fidelity). Distinctive features include a network of Advisory Affiliates whose underlying advisors operate under separate trade names but provide advisory services through MariPau as registered investment adviser representatives, and an affiliation with an insurance agency (Senior Benefits and Planning/Collier Financial) where certain representatives are licensed to sell insurance and may receive commissions. The firm also discloses management of annuity sub‑accounts (including MassMutual Ascend), an educational‑only approach to retirement plan rollovers under DOL guidance, and a policy of directing clients to a specific custodian for custody and execution.

To learn more about the advisors currently working at MariPau 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.