A complete list of active advisors currently associated with Marmo Financial Group, LLC

Warmer can help you find a great advisor at Marmo Financial Group, LLC or one who fits your needs even better.

Marmo Financial Group, LLC advises individuals (including high-net-worth and non-high-net-worth investors), as well as corporations, trusts, estates and employer-sponsored retirement plans. The firm offers discretionary portfolio management, standalone financial planning, small-account retirement income planning for portfolios under $50,000, and a range of retirement plan advisory and administrative services. Investment implementation is typically through mutual funds and exchange-traded funds, with limited use of individual stocks, bonds and REITs, and a generally long-term, strategic orientation tailored to each client's Financial Profile and Investment Plan. Marmo documents its due diligence with tools such as the fi360 Toolkit, provides discretionary model portfolios for plan participants, and updates plans and reviews accounts on at least a quarterly basis. Distinctive operational features include a relatively large client base for a three-advisor firm (917 clients across three advisors), and a formal third‑party solicitor/referral program in which solicitors are disclosed and receive a percentage of advisory fees. The brochure also discloses practices around custody and account access—such as fee deduction authority and the use of standing letters of authorization—and a suite of ERISA-focused fiduciary services (including non‑discretionary 3(21) advice and discretionary 3(38) management) for retirement plans.

To learn more about the advisors currently working at Marmo Financial Group, 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.