We are a fee-only, independent financial and investment advisory firm in New York that works with individuals/families, senior level executives, and small businesses.

We work closely with our clients using a consultative process to help them grow and protect their wealth, and achieve their most important financial goals.

Our mission is to serve as a trusted adviser for all aspects of our clients' financial lives. To do this, we take the time to develop a detailed understanding of each client's individual circumstances, goals, and objectives. We help our clients make smart financial and investment decisions, and gain confidence in having a secure financial future.

For clients with specialized financial needs, we have strategic alliances with select financial professionals. This includes CPAs, CFP®s practitioners, estate planning attorneys, insurance specialists, risk management specialists, and mortgage banking specialists.  We can refer clients to this vetted group of specialists which gives clients the resources and confidence to meet all their financial planning and asset management needs.

As a fully independent financial adviser, we are not restricted to any investment product or service, and work exclusively for the benefit of our clients. In fact, as a registered investment adviser, we have a legal fiduciary obligation to act in each client's best interests. 

With the backing of one of the largest financial institutions in the world (BNY Mellon Pershing), we can assist you with your various financial needs.

We look forward to discussing with you how we can become your family's trusted financial adviser.  We think you will appreciate the experience, trust and confidence that come from working with Marius Wealth Management, LLC.