Marie DeCaprio (CFA®, CFP®)

Marie DeCaprio focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

Marie DeCaprio is a Partner at Sax Wealth Advisors - a fee-only, independent registered investment advisory firm with over $1 billion of assets under management. 

She has been managing portfolios, developing financial plans, offering investment advice and providing other wealth management services for 30 years.  She works with high-net-worth individuals, family-owned businesses and qualified retirement plans, offering comprehensive and highly customized services and strategic financial guidance.  In her role as Partner at Sax Wealth Advisors, she leads initiatives to enhance the Sax client experience and develop the firm’s team of wealth advisors and portfolio managers.

Prior to joining Sax Wealth Advisors, Marie managed her own practice called, MCD Advisors LLC where she focused on personalized investment plans for her clients and a fee-only structure.  This dynamic allowed Marie to form strong relationships, and in-turn understand her clients' unique objectives and tailor a plan right for them.  Marie carried this fee-only, client-first approach with her when she joined Sax Wealth Advisors, and under her leadership the firm was approved by NAPFA as a Registered Financial Advisor.

Bachelor’s Degree in Economics – Rutgers University

MBA in Finance – New York University Stern School of Business

NAPFA Start Date

September 28, 2017

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This Office

551 Madison Avenue, Suite 1201 New York, NY 10022-3390 Phone: (212) 661-8640 Fax: (212) 972-7495