About

About
Marietta Wealth

We are Your Financial Experts

At Marietta Wealth, we work for you.

As a fee-only wealth management firm, our focus is on you and your financial goals. We are not driven by third-party products or sales commissions. And we have no incentive to make you choose certain investment options.

We take the time to understand your personal finances, investment return expectations, time horizon and risk tolerance. And then we build a plan designed around your needs.

Come see why, at Marietta Wealth, we’re a different kind of financial firm.

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15+Average Years of Advisor Experience

fee onlyFinancial Advisors

Our
Team

Scott Keller, CFA

Managing Principal, Co-Founder and Chief Investment Officer

Charlie Holloway, CFP®, CDFA™

Principal, Co-Founder and Financial Planner

Ben Crowe, CFP®, C.P.A., CFA

Principal, Co-Founder and Financial Planner

Wes Hackney, CFP®

Principal, Co-Founder and Financial Planner

John Massey, C.P.A., QKA

Director of Retirement Plan Services

Cara Marinovich, CFP®

Senior Financial Advisor

Steve Michael

Senior Financial Advisor

Lisa Garris, CFP®

Financial Advisor

Pierre Sorée, CFP®

Financial Advisor

Ryann Laurin

Operations Specialist

How We Approach Wealth Management

We know your financial situation is as unique as your fingerprint. That’s why, before we look at your financial picture, we step back and explore your needs and goals. What do you want to achieve? Then we build a strategy designed for you.

We are careful to account for your personal finances, investment return expectations, time horizon and risk tolerance. We provide wealth management services with a personal touch. And we think that’s the way it should be.

Professionals With Years of Experience

Marietta Wealth advisors have an average of more than 15 years of experience in wealth management.

Every day, we put that expertise to work for our clients. We know the most successful financial plans begin with a conversation about your needs blended with the wisdom we have gained over many years.

In wealth management, experience matters. Benefit from our perspective.