About Marietta Wealth

Your plan-first local wealth management firm.

We seek to be your financial experts

We’re an independent, fee-only financial advisory firm in Marietta, Georgia. Founded in 2015, we provide comprehensive investment advisory and retirement planning services to individuals, businesses, and institutions. We have a fiduciary obligation to our clients and deliver customized services that prioritize your needs and goals.

Benefit from our experience

Our advisors have an average of more than 15 years of experience in wealth management. We put that expertise to work for our clients. We take the time to understand your personal finances, investment return expectations, time horizon, and risk tolerance.

A different kind of financial firm

Here are just a few things that make Marietta Wealth unique compared to some other wealth management firms.

Fee-OnlyWe’re not driven by commission-based sales or the need to sell products you might not need. We are fee-only, plain and simple.
Focus on Planning and TransparencyWe strive to provide full transparency at every step of the planning process so that you fully understand what we are helping you achieve.
No Hidden Fees We believe a straightforward pricing structure is paramount to establishing and maintaining a trusted working relationship..
Team Based Approach We provide clients with a team of financial advisors, along with portfolio trading and operational support professionals, to help streamline the planning and investment process.

About

About Marietta Wealth

We seek to be your financial experts

Benefit from our experience

A different kind of financial firm

Team

At Marietta Wealth, we work for you

Scott Keller, CFA

Charlie Holloway, CFP®

Ben Crowe, CFP®, C.P.A., CFA

Wes Hackney, CFP®

John Massey, C.P.A., QKA

Cara Marinovich, CFP®

Steve Michael

Lisa Garris, CFP®

Pierre Sorée, CFP®

Ryann Laurin

Amie Davis