Registered Investment Advisor
Wealth that works
as hard as you do.
Independent, fiduciary financial planning and investment management built for driven professionals and high-net-worth individuals who demand more from their money.
Fiduciary, always — no exceptions
Conflicts of Interest
Zero.
No commissions. No hidden incentives.
One advisor. Your goals. Full attention.
What We Do
Comprehensive planning,
precisely tailored.
Every client is different. Your financial plan should be too. We build strategies around your life — not a product shelf.
01
Financial Planning
A comprehensive roadmap covering cash flow, savings strategy, insurance, estate basics, and the full picture of your financial life — updated as your world evolves.
02
Investment Management
Evidence-based, low-cost portfolios built around your goals, time horizon, and risk tolerance. Actively monitored, rebalanced, and never set-and-forgotten.
03
Tax-Aware Investing
Every decision accounts for the tax impact. Asset location, tax-loss harvesting, and Roth conversion planning are built into your strategy from day one.
04
Retirement Planning
Know your number. We model the path from here to financial independence and help you stay on it — adjusting for life changes, market shifts, and new goals.
Our Approach
This isn't a call center.
You get an advisor.
Marbot Wealth is independent and fiduciary. We have no products to sell, no quotas to hit, and no conflicts of interest — just advice aligned entirely with your outcomes.
i.
Evidence-Based Investing
Low-cost, diversified portfolios grounded in decades of academic research — not market speculation or hot tips.
ii.
Tax Efficiency First
We never look at returns in isolation. Every decision is made with your after-tax outcome in mind, from day one.
iii.
Planning That Evolves
Life changes. Your plan should too. We revisit your strategy regularly — not just at annual reviews.
Listen · Plan · Act · Evolve
Simple process.
Serious results.
Getting started is straightforward. Here's what working together looks like from day one.
01
Listen
We start with a free 30-minute intro call to understand your goals, concerns, and full financial picture — no agenda, no pressure, no commitment required.
02
Plan
We build a comprehensive financial plan tailored to your life — investments, taxes, cash flow, and retirement woven together into one clear, cohesive strategy.
03
Act
We put the plan in motion — implementing your investment strategy, optimizing your accounts, and making the right moves at the right time.
04
Evolve
Life changes, markets shift, goals grow. We meet regularly to keep your plan ahead of the curve — proactive adjustments before you have to ask.
FAQ
Questions people
always ask.
Straight answers to the things most advisors dance around.
Are you a fiduciary?
+
Yes — always, on every recommendation, without exception. As a Registered Investment Advisor, I'm legally required to act in your best interest at all times. This isn't a sometimes thing or a marketing claim — it's a legal standard I'm held to. I have no commissions to earn, no products to sell, and no incentives that conflict with your outcomes.
How do you get paid?
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Flat monthly, quarterly, or annual fees — nothing else. You always know exactly what you're paying. I don't earn commissions, referral fees, or any other form of compensation from third parties. No AUM fees that quietly compound as your wealth grows. Just a transparent, predictable fee for the advice and planning you receive.
Who is a good fit for Marbot Wealth?
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Driven professionals who want a real financial partner — not a product salesperson. My clients tend to be either young professionals building serious wealth for the first time, or high-net-worth individuals who feel underserved by their current advisor. If you want someone who will be proactive, direct, and genuinely invested in your outcomes, we're probably a good fit. If you're not sure, the intro call is free.
Do you offer tax planning?
+
Yes — tax strategy is built into every client relationship, not offered as an add-on. We look at asset location, tax-loss harvesting, Roth conversion opportunities, and withdrawal sequencing as core parts of your plan. I don't file your return (you'll still need a CPA for that), but I work proactively on limiting your future tax liability — which most CPAs don't have the bandwidth to do.
How often will we meet?
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It depends on your plan tier — Foundational clients meet quarterly, Comprehensive clients monthly, and Full Service clients have unlimited meeting access. Beyond scheduled reviews, you can always reach me directly by phone or email. You'll never wait weeks for a response or get passed off to someone you've never met.
What does onboarding look like?
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We start with a free intro call to make sure we're a good fit. From there, I'll gather information about your full financial picture — accounts, goals, income, expenses, and any specific concerns. Within a few weeks, you'll have a comprehensive financial plan in hand and a clear roadmap for what we're doing and why. The whole process is straightforward and there's no pressure at any stage.
Take the First Step
Ready to take control of
your financial future?
No cost. No pressure. Just a real conversation about where you are and where you want to go.
Book a Free Intro Call