Mariaca Wealth Management, LLC

Fee-Only Certified Financial Planner™ Professional. NAPFA Registered. CEFEX Certified Firm.

We are an independent, CEFEX-certified fiduciary providing personalized wealth management and financial planning for accomplished professionals, entrepreneurs, and retirees.

Our team holds advanced credentials and follows the industry’s recognized fiduciary standards. By leveraging leading technology and collaborating with local and national advanced-planning professionals, we aim to help clients make informed decisions with greater clarity and confidence.

We go beyond traditional investment management, taking a comprehensive approach to financial stewardship. Our planning addresses financial objectives—such as investment growth, tax efficiency, and risk management—alongside personal goals, including preparing heirs, legacy planning, and philanthropy.

Our role is to help clients manage their financial lives so they can focus on what matters most. We are committed to providing advice with care, professionalism, and alignment to each client’s values and long-term goals.

We operate exclusively on a fee-only basis. Fees are transparent, disclosed in advance, and paid solely by our clients. We do not accept commissions, third-party payments, or marketing support, and we avoid recommending products with hidden costs or surrender charges.

Why Credentials Matter

• NAPFA Registered / Fee-Only Fiduciary — We accept no commissions. Our compensation comes only from clients, ensuring alignment of interests.
• CEFEX Certified — Each year, our firm undergoes an independent audit by the Centre for Fiduciary Excellence, which reviews our adherence to global best practices in investment management and financial planning.