What Makes Marietta Wealth Different
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.
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.
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.
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.