Nick Maratta (CFP®, MBA)

Nick Maratta focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals

Planning Specialties

Your Mental Wealth Advisors™ recognizes that portfolios are influenced not just by economic factors, but also by market psychology. Our approach to asset management takes investor psychology into account, and the Your Mental Wealth ™ Discovery Process enables us get a more comprehensive view of our Clients’ risk tolerance and goals. Simply put, by leveraging our expertise in asset management, financial planning, and behavioral finance, Your Mental Wealth Advisors™ helps Clients quantify what they have, calculate what they need, chart their course, avoid behavioral investment mistakes, and stay on track.

I specialize in helping Physicians and other Medical Professionals with unique financial challenges which include but not limited to:

  • Asset Protection Strategies
  • Debt Management
  • Cash Flow Optimization
  • Risk Management and Liability Protection
  • Tax Planning and Efficiency
  • Legacy, Wealth Transfer, and Estate Planning

I have over 15 year’s professional experience in the financial and investment services industry.  I have seen throughout my career that truly helping a client reach their financial and investment goals is by acting in a fiduciary capacity. This means you are always putting your clients interest first.  I am a Certified Financial Planner™, which obliges me to be a fiduciary and uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in CFP Board’s Code of Ethics.

If you could use a financial guide, feel free to contact me so we can get acquainted and discuss how I may be able to help.

NAPFA Start Date

September 07, 2016

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This Office

505 Maitland Ave Ste 1200 Altamonte Springs, FL 32701-6306 Phone: (321) 401-6633