Marius Wealth Management, Llc

Marius Wealth Management, LLC is a fee-based, investment advisory firm founded to serve the investment and retirement planning needs of individuals and families, senior level executives, and small businesses. We work hard to help simplify our clients' financial lives, by helping optimize their investments, and organize their personal financial planning. We work closely with our clients using a consultative process to help them grow and protect their wealth, and achieve their most important financial goals. Our mission is to serve as a trusted adviser for all aspects of our clients’ financial lives. To do this, we take the time to develop a detailed understanding of each client’s individual circumstances, goals, and objectives. We help our clients make smart financial and investment decisions, and gain confidence in having a secure financial future. For clients with specialized financial needs, we have strategic alliances with select financial professionals. This includes CPAs, CFP®s practitioners, estate planning attorneys, insurance specialists, risk management specialists, and mortgage banking specialists. Under the guidance and recommendations of Principal and Founder Michael Martin, access to this vetted group of specialists gives clients the resources and confidence to meet all their financial planning and asset management needs. As a fully independent financial adviser, we are not restricted to any investment product or service, and work exclusively for the benefit of our clients. In fact, as a registered investment adviser, we have a legal fiduciary obligation to act in each client's best interests. We care deeply about helping our investors achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance. We think you will appreciate the experience, trust and confidence that come from working with Marius Wealth Management, LLC.