Seeking Clarity Finding Wisdom
Welcome to Marietta Wealth
Providing financial advice that gives you peace of mind is our top priority. At Marietta Wealth, we believe wealth is defined by how well you live your life, not just your net worth. We understand that wealth is not only about account balances, investments and taxes, but more about your money enabling you to live the way you want to live.
Your personal advisor is trained to listen to your story, bring clarity to your current circumstance, and help prepare you for tomorrow with the appropriate tools and expertise, all while stewarding your customized strategy as life unfolds.
What You Can Expect
Your finances can be complex. Clarity can only be gained by focusing on your holistic financial well-being and coordinating the various disciplines in the financial services industry. At Marietta Wealth, we strive to provide the best possible financial planning and money management services available while partnering with other trusted resources to help you with your tax, insurance, banking and estate planning needs.
Your personal advisor has been trained to manage the interaction of all facets of your financial life for your benefit. As a fee-only firm, Marietta Wealth rises above the transaction level thinking that dominates this industry and provides you with a personalized strategy based on what is right for you.
When it comes to your money, you deserve a trusted advisor to work on your behalf as each chapter of life unfolds. Whatever your situation, Marietta Wealth can bring clarity and offer wisdom tailored to you.
We are Your Financial Experts
At Marietta Wealth, we believe wisdom is described as the proper application of knowledge and understanding in light of the circumstances surrounding a situation. We believe it is impossible to do our job as a fee-only advisor without taking the time to listen to your story and understand what is important to you.
Your story is where we begin.
Your story is important to us.
With the complexity of today's marketplace, it is critical for us to understand who you are and what you want to accomplish financially. We take the time to discover a clearer picture of your personal finances, investment return expectations, time horizon and risk tolerance. As we get to know your story, we can develop an investment solution unique to your objectives.