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 advises individuals, high‑net‑worth clients, trusts, estates, charitable organizations and retirement plans, offering wealth management, investment management, financial planning, investment consulting and retirement plan advisory services. The firm operates with a two‑advisor team and manages roughly $215.6 million across fewer than 100 client relationships, generally targeting relationship sizes of $500,000 while retaining discretion to accept smaller engagements. The firm builds customized portfolios using a strategic asset allocation framework, favoring low‑cost mutual funds and ETFs but also employing individual stocks, bonds and options when appropriate, with ongoing monitoring and periodic rebalancing. Marrick provides periodic reports on holdings, allocations and performance, may implement portions of portfolios through independent managers, and conducts educational seminars and workshops (attendance is not charged) as part of client engagement. Distinctive features compared with many peers include its small adviser headcount paired with over $200 million in assets and founders who hold CPA, PFS and CFP credentials, which inform the firm’s tax- and planning‑oriented advice and its retirement‑plan fiduciary services (including ERISA 3(38) work). The firm also discloses historical performance and uses illustrative or hypothetical performance materials in its communications—practices that are less common among supported firms.

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.