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Find the financial freedom to pursue your dreams.

Marietta Wealth is a fee-only financial advisory firm focused on providing comprehensive financial planning and tailored investment strategies.

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What Makes Marietta Wealth Different

Collaborative

You work directly with a small team of advisors while benefiting from the full resources of Marietta Wealth. We work together to ensure you get the best guidance.

Personalized Plans

We learn about your life goals and build a plan to suit your needs. We aim to review and update your plan periodically to measure its progress.

Fee-Only

We are compensated directly by our clients for the advice and services we provide. Therefore, our incentive is to give you the financial peace of mind you deserve.

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Make Your Money Make Sense

We understand that you’ve worked hard to live the way you want to live. With the right guidance, financial anxiety is solvable. Whether it’s handling investments or planning for retirement, Marietta Wealth can help make sense of your money.

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Your path to confidence with money.

  • Initial Meeting Schedule an introductory meeting with Marietta Wealth.
  • Building the Financial PlanWe’ll develop a detailed financial plan based on the information gathered and discussed in the initial meeting.
  • Investing Your Accounts After we finalize your customized financial plan, it will serve as a guide in helping us develop an investment strategy for your managed portfolio.
  • Ongoing Review We’ll monitor and update your plan periodically to measure its progress and make adjustments where necessary.