Our Trusted Process

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Are You Making the Right Financial Decisions?

In an increasingly complex global market, it is critical to have a dedicated team to serve on your behalf. We keep our eyes on your financial future so you can focus on the moments that matter most in life.

I HAVE QUESTIONS

I’D LIKE TO BEGIN

MY FINANCES ARE COMPLICATED

I NEED A TRUSTED ADVISOR

At Marks Wealth LLC, we measure success based on the financial growth, prosperity and fulfillment of our clients.

Our Services & Fees

Throughout Annapolis, Maryland and beyond, we offer individualized financial planning that will help you achieve your short-term and long-term goals. The insight and guidance we provide gives tangible value, strengthening your financial future through detailed analysis and planning. When you partner with Marks Wealth LLC, you will be working directly with our CERTIFIED FINANCIAL PLANNER™ professional, whose committed to your success.

We proudly operate on a fee-only basis. Unlike commission-based firms, we have no ulterior motive behind the financial advice and decisions we make on your behalf. Rest assured, we will always do what is in the best interest for you and your family. The better you do, the better we do.

Whether you are looking for a financial planner in Maryland or a Wealth Management service provider online, we offer support for the entirety of your needs both locally and remotely.

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Our services include:

RETIREMENT PLANNING

You worked all your life for a comfortable retirement. We take time to plan around your goals and priorities while ensuring that your assets will be there for you throughout the journey.

FINANCIAL & INVESTMENT MANAGEMENT

We focus on maximizing your portfolio’s growth potential by utilizing next-generation financial analysis tools, software and time-tested strategies.

RISK MANAGEMENT

Unpredictable markets can lead to catastrophic financial loss. We develop robust plans to limit your financial risk and portfolio’s downside.

TAX EFFICIENCY

Federal, state and local taxes can quickly erode your yearly gains and assets. We make strategic financial decisions to harvest losses and minimize your tax liability.

LEGACY & ESTATE PLANNING

We ensure that you leave behind a legacy of love and support for your heirs by taking a holistic approach to the transfer of your estate.

BEHAVIORAL FINANCE COACHING

We will coach and teach you essential investment behavioral principles that drive wealth accumulation, extending into daily purchases and major financial decisions.

We take a strategic approach toward financial planning, providing you with stability and flexibility to live life to the fullest.

Financial Planning & Portfolio Management 

Your portfolio is a direct representation of your financial plan. What do your allocations say about your future?

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By aligning your investments with your financial goals, we develop a comprehensive approach to meet your objectives.

STRATEGIC FINANCIAL PLANNING

At Marks Wealth LLC, we ask the important questions. How much risk can you afford to take? What does your ideal lifestyle look like 2,3,4,5 years from now? Where do retirement savings, educational funds, 401(K)’s and IRA’s fit in? We get to know your financial situation on a personal level while building plans to meet your financial desires.

GOAL-ORIENTED PORTFOLIOS

Transparency is an integral part of our team’s mission statement. After developing your financial plan, we then design your portfolio to be entirely aligned. The financial insight and investment guidance that we provide is unbiased, meaning your portfolio will always be optimized for your unique situation.