Marietta Wealth
Marietta Wealth is an independent, fee-only financial advisory firm. Scott Keller, Charlie Holloway, Wes Hackney and Ben Crowe founded the firm in 2015 to provide comprehensive investment advisory and retirement planning services to individuals, businesses and institutions. The firm has a fiduciary obligation to its clients, and delivers a high level of customized service that prioritizes the client’s needs and goals.
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Verified contacts
12
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
611
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- JR
John R. Massey
Director of Retirement Plan Services · General Business & Management
EmailPhone - PL
Pamela Larkin
Client Operations Manager · Customer/Client Service
EmailPhone - SM
Steve Michael
Senior Financial Advisor · Finance & Accounting
EmailPhone - RL
Ryann Laurin
Operational Specialist · Operations
EmailPhone - SK
Scott Keller
Managing Principal, Co-founder and Chief Investment Officer · Other
EmailPhone - WH
Wes Hackney
Co-founder & Principal · General Business & Management
EmailPhone - LG
Lisa Garris
Financial Advisor · Finance & Accounting
EmailPhone - BC
Ben Crowe
Co-founder & Principal · General Business & Management
EmailPhone - CH
Charlie Holloway
Principal, Co-founder and Financial Planner · Finance & Accounting
EmailPhone
Showing 9 of 12 verified contacts
Top roles at Marietta Wealth
10 distinct titles indexed · top 10 shown.
- 2co-founder & principal
- 2financial advisor
- 1ad victoriam solutions
- 1client operations manager
- 1director of retirement plan services
- 1financial planning associate
- 1managing principal, co-founder and chief investment officer
- 1operational specialist
- 1principal, co-founder and financial planner
- 1senior financial advisor
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