A More Personal Approach To Wealth Management
At Marbella Wealth, we’re redefining what it means to work with a financial advisor. No one-size-fits-all plans. No confusing jargon. Just real relationships, thoughtful strategy, and transparent advice tailored to your life—not someone else’s.
You have options when choosing a financial advisor—but not all firms operate the same way. At Marbella Wealth, we offer a boutique, relationship-first experience grounded in trust, transparency, and long-term results.
We start with a conversation—not a product. Every relationship begins with listening, understanding, and mutual respect. That foundation allows us to build financial strategies that feel aligned, not imposed.
We don’t just manage investments—we coordinate your entire financial picture. That includes retirement planning, tax strategy, business succession, charitable giving, estate planning, and more. We connect the dots so everything works in harmony.
You’ll never be left wondering what something means or why a recommendation was made. We believe in clear explanations, not industry jargon. Our job is to help you make confident decisions, not overwhelm you with complexity.
Your financial life is always evolving—and so is our advice. We don’t just “check in” once a year. We stay actively involved and provide ongoing updates, reviews, and answers as life and markets shift.
We’re not owned by a bank or tied to any products. As a fee-only fiduciary, our only loyalty is to you. That means no commissions, no hidden incentives, and no agenda—just advice that puts your best interest first.
Sally Shelton brings over a decade of experience in wealth management. She began her career at global firms like UBS and J.P. Morgan, where she advised high-net-worth individuals, retirees, business owners and corporate executives across investment and planning needs.
Over time, Sally saw how commission-driven environments often limited the kind of care and strategic thinking clients deserved. She made the decision to give up her brokerage licenses and move fully into the fee-only fiduciary space, where the only agenda is the client’s best interest. Most recently, Sally worked at Oxford Financial Group, one of the largest fee-only RIAs in the country, where she advised ultra-high-net-worth families on multigenerational planning, tax strategy, and legacy design.
With Marbella Wealth, she brings institutional-level expertise to a more personalized, boutique setting—working one-on-one with clients who want more than surface-level advice. Sally’s approach blends deep technical knowledge with genuine relationship-building, helping clients align their wealth with their goals, values, and long-term vision.
– Sally Shelton
While Marbella Wealth is headquartered in Atlanta, GA, we serve clients across the country. Our size allows us to offer a deeply personal experience, while our expertise supports even the most complex financial needs.
At Marbella Wealth, we don’t just give you a financial plan. We give you relief from uncertainty, structure in the face of complexity, and a trusted relationship you can return to—again and again—as life evolves.
Our clients come to us with big questions:
We aren’t in the business of “selling advice.” We’re here to create space—mental and financial—for you to live more freely, lead more confidently, and build a legacy with intention.
Schedule a complimentary consultation to explore how we can help you plan for taxes with strategy, clarity, and confidence.
Marbella Wealth Advisory Group, LLC is a Georgia-based Investment Advisor registered with the Georgia Securities Division. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Marbella Wealth in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. The publication of any awards, ratings, or accolades received by the firm are not to be viewed by clients, or prospective clients, as a guarantee of future results or experiences with Marbella Wealth Advisory Group, LLC and are not reflective of the exact service experience or results of any one client. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Marbella Wealth, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
© 2025 Marbella Wealth