Marim Wealth Planning, LLC

We take the time to truly understand you first, factoring in age, lifestyle, income, savings, risk tolerance, taxes, family plans, real estate, retirement goals, etc; then crafting a financial strategy and a path to get there. Many of our competitors fit a client to an investment portfolio with planning as an afterthought. We believe financial planning and investment management should be tailor fit. And as big life events happen such as career changes, IPO's, a baby or a house purchase, we're reliably by your side, adapting together. Our clients are individuals or couples who want to take an active role in helping to shape their future and want a financial expert/advocate in their corner helping to navigate what life throws at them.

Visit Website

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Contact Marim Wealth Planning, LLC

Advisors at this Office