Marbella Wealth Advisory Group, LLC

Marbella Wealth Advisory Group, LLC is a boutique, fee-only investment advisory firm based in Atlanta, Georgia. As a fiduciary firm, we operate independently—meaning we do not sell proprietary products or earn commissions—and we are dedicated to offering objective, client-centered financial guidance. Marbella positions itself as a highly personalized advisory partner, inwardly focused on: • Delivering fiduciary care, always prioritizing clients’ best interests as fee-only advisors • Cultivating deep relationships, taking time to understand each client’s distinct financial aspirations and life circumstances ? • Solving complex challenges, from intricate tax or retirement issues to cross-generational wealth transfer • Shaping legacies, helping clients craft enduring financial strategies geared toward family and future generations
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.
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Advisors at this Office

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.
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This Office

3343 Peachtree Road NE Suite 180 #A2264 Atlanta, GA 30309 Phone: (404) 929-0033

Primary Office

3343 Peachtree Road NE Suite 180 #A2264 Atlanta, GA 30309 Phone: (404) 929-0033