Michael Marvin (CFP®)

Michael Marvin focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

TAM Financial Advisors, LLC, is an independent fee-only financial planning and investment management company located in Annapolis, MD. TAM Financial works with clients to identify their goals and develops investment portfolios unique to each clients' risk tolerance, time horizon and life goals. We seek to minimize total portfolio costs by limiting the use of mutual funds, focusing on individual stocks and bonds and exchange-traded funds. TAM Financial is a Registered Investment Advisor in Maryland, Virginia and the District of Columbia, with clients across the United States.

Additional Information

TAM Financial's principal is Michael Marvin, CFP®. Michael's diverse background in politics, communications and industry gives him a broad perspective that helps clients define and meet their objectives. Michael graduated from the University of Washington, received his master's degree at The Johns Hopkins University and completed the Financial Planning program at Georgetown University. He has been quoted extensively in the New York Times, Wall Street Journal and Washington Post, and has appeared on the McNeil-Lehrer News Hour, The Diane Rehm Show and other national radio and television programs. He is married with twin 9-year old sons, and enjoys boating and biking, and recently completed his first triathlon.

NAPFA Start Date

August 13, 2007


This Office

1441 Pleasant Lake Rd Annapolis, MD 21409-6052 Phone: (410) 349-4484 Fax: (410) 349-4480