A complete list of active advisors currently associated with Marks Wealth Management

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

Marks Wealth Management serves individual and high‑net‑worth clients and also accepts engagements from trusts, estates, charitable organizations and business entities. The firm provides comprehensive wealth management services that combine financial planning, consulting and discretionary portfolio management. The firm principally constructs globally allocated portfolios that lean on exchange-traded funds, while also using mutual funds and individual securities in limited circumstances; it practices active portfolio management with the stated goal of outperforming benchmarks and employs both fundamental and technical analysis. MWM tailors strategies to client risk tolerance and planning needs, may use margin for liquidity purposes, and can advise on held‑away assets such as annuities and employer retirement plan holdings. Notable characteristics include that all reported assets are managed on a discretionary basis and the firm accepts standing letters of authorization and direct fee debits from client custodial accounts. MWM relies on Schwab’s institutional platform for custody, trading and substantial software and support benefits (including funds for third‑party services), a relationship the brochure identifies as a potential conflict of interest that clients should consider when evaluating custodian choices.

To learn more about the advisors currently working at Marks Wealth Management, 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
Finnian Devine	Ellicott City, MD	2
Richard Gloekler	Ellicott City, MD	0
Catherine Jackson	Ellicott City, MD	9
Charles Marks	Ellicott City, MD	15

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