You’ve created success on your own terms. Now it’s time to align your financial life with what matters most. Marbella Wealth offers personalized, forward-thinking guidance to help you simplify complexity, protect your assets, and plan confidently for what’s next.
A Fee-Only Planning & Investment Management Firm
Build, Protect & Transfer Wealth with Purpose
Comprehensive Wealth Management Services
- Retirement & Investment Planning – Strategies to grow and protect your wealth, including maximizing social security benefits and navigating complex systems.
- Estate & Legacy Planning – Ensure your wealth is preserved for generations.
- Charitable Planning – Structure your charitable efforts to maximize impact while minimizing tax burden.
- Business & Executive Planning – Optimize stock options, deferred compensation, and corporate benefits.
- Investment Management –Construct a tax-efficient portfolio with your goals, time horizon, and risk tolerance in mind.
- Education Planning –We work alongside your CPA, attorney and other professionals to streamline your financial life
- Tax Optimization –Proactive planning to minimize tax liabilities.
- Financial Advocacy & Coordination –We work alongside your CPA, attorney and other professionals to streamline your financial life
Why Choose Us?
A modern advisory experience rooted in trust, strategy, and clarity.
A modern advisory experience rooted in trust, strategy, and clarity.
At Marbella Wealth, we offer more than just financial advice—we offer a relationship built on understanding your goals and guiding your wealth with intention. Our clients choose us because they want a partner who listens deeply, plans proactively, and delivers clear advice without an agenda.
Independent & Fee-Only
We’re not tied to any products or commissions. As fiduciaries, we are legally bound to act in your best interest – always.
Personal, Boutique Service
You won’t be passed off to junior staff. You’ll work directly with a seasoned avisor who knows your goals, your values and the details of your financial life.
Expertise You Can Trust
With over a decade of experience advising high-net-worth individuals, business owners, retirees and executives, we help simplify complexity and build lasting wealth strategies.
Holistic, Forward-Thinking Plans
We connect all the pieces—investments, taxes, business strategy, retirement, estate planning—into one coordinated plan that evolves with you.
Clarity Over Complexity
You deserve advice that makes sense. We cut through the noise and deliver guidance in plain English, so you can make confident, informed decisions.
Let’s Build Something That Lasts
Whether you’re preparing for retirement, planning an exit or seeking a smarter strategy, we’re here to help you move forward with confidence.
Clients We’ve Served
Our clients are accomplished individuals, business owners, executives, and retirees seeking tailored financial strategies. Whether you’re accumulating wealth, preparing for retirement, or navigating a complex financial transition, we provide the guidance and expertise you need.
We’ve worked with clients at these companies and more!
Our Process
How we help you give with clarity and confidence:
Transparent & Tailored Pricing
At Marbella Wealth, we believe in pricing that is clear, fair, and aligned with your financial goals. Our fee structures are designed to provide expert guidance without hidden costs, ensuring you receive the value and service you deserve. Whether you need investment management, financial planning, or customized advisory services, we offer flexible solutions to meet your unique needs.
Ready to Take Control of Your Financial Future?
Let’s build a roadmap for your success.