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There is no "one-size fits-all" plan to fit every investor and every financial goal.
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Nine out of ten familes will have lost their wealth by the third generation. Be the one that does not.
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There is no "one-size fits-all" plan to fit every investor and every financial goal.
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How much of your returns are you paying for with unnecessary risk?
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We understand the many challenges of retirement today. We know the biggest concern for many is outliving their money.
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Good fortune is what happens when opportunity meets with planning.
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Our number one goal is Your financial Peace of Mind". Peace of mind comes when you KNOW you are on track to reach your financial goals.
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It's about living life now, and all along the way - not just some end game in the future.
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You focus on the goal. We'll focus on getting you there.
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"Someone's sitting in the shade today because someone planted a tree a long time ago." ~Warren Buffet

200 Park Avenue, Suite 1700
New York, NY 10166
Phone:
  • (800) 217-5004
  • (646) 454-9159


Welcome to Marius Wealth Management, LLC

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. 

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.

      

AS SEEN IN

Mike Martin Interviewed on AssetTV:  "Preparing for Market Corrections"
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Mike Martin recognized by industry’s premier financial planning magazine, and shares his insights and experience

Plan Well, Retire Happy

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