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Doctor's Visit

Johns Hopkins University & Medicine 

As a Maryland-based financial advisor, we understand firsthand the impact that Johns Hopkins has on our community. While the dedicated staff of Johns Hopkins University and Medicine focuses on saving lives, we focus on their life savings. By combining our thorough understanding of the employee benefits with our extensive experience, we help our clients meet and exceed their life goals.

Pragmatic Financial Advice and Wealth Management

Our healthcare workers are constantly on the front lines. At Marks Wealth LLC, we believe that your finances should be the least of your concerns. By managing your portfolio and employee benefits with strategic insight and trusted support, we ensure that you can continue your demanding duties without having to worry about your finances.

These Services Include:

Retirement Planning 

Financial & Investment Management 

Risk Management

Tax Efficiency 

Legacy & Estate Planning

Behavior Finance Coaching

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Ready to Take the Next Step?

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