A complete list of active advisors currently associated with Marrick Wealth

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

Marrick Wealth serves individuals (including high-net-worth clients), trusts, estates, charitable organizations and retirement plans, managing roughly $215.6 million across about 89 client relationships with two advisors. The firm provides wealth management, both discretionary and non-discretionary investment management, financial planning, investment consulting and retirement plan advisory services (including ERISA fiduciary and 3(38) options). The firm constructs customized portfolios using a strategic asset allocation framework and fundamental analysis, generally favoring low-cost mutual funds and ETFs while also employing individual stocks, bonds and options when appropriate. Marrick Wealth describes a primarily long-term approach with periodic rebalancing (quarterly is cited as an example), ongoing client contact and the use of unaffiliated independent managers for portions of portfolios when warranted. The brochure discloses that Marrick Wealth advertises hypothetical performance and actual performance results — practices that are uncommon among peer supported firms — and that it offers educational seminars and workshops to clients and prospective clients at no charge. Leadership credentials (CPA, PFS and CFP designations) combined with the firm’s institutional relationship with a major custodian are also emphasized in the brochure as part of its service and oversight model.

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