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

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

Marquette Wealth Management provides financial planning and discretionary investment management to individuals, high net worth families, trusts, foundations, and donor-advised funds, and also offers consulting and fiduciary services to employee benefit plans. The firm also serves as an Investment Trust Advisor for personal trust accounts and incorporates retirement- and estate-related planning into its wealth management engagements. The firm follows a disciplined, research-driven investment process that emphasizes global asset allocation, diversification across and within asset classes, and factor-aware active strategies in less efficient markets (small caps, emerging markets, and parts of fixed income). Portfolios are built from mutual funds, ETFs, individual securities, and, when appropriate, sub-advisors (including for ESG- or values-aligned mandates), with written Investment Policy Statements guiding ongoing management and quarterly investment committee reviews. Compared with many peers, Marquette manages over $1.06 billion in discretionary assets with a compact advisory team, resulting in an unusually high level of assets per advisor. The firm also uses borrowing in client accounts (margin balances are incorporated into its fee calculations) and explicitly documents use of separately managed account structures and directed-trust arrangements with a recommended trustee, practices that are less common among similar advisory teams.

To learn more about the advisors currently working at Marquette 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.