Our Clientele

With experience on both an individual and corporate level, we provide full-spectrum financial services throughout Annapolis, Maryland and the United States. We believe in forging long-standing relationships centered around integrity, transparency, trust and communication. Every step of the way, we stay true to our Fiduciary principles. Partnering with our team at Marks Wealth LLC will allow you to discover why we have earned high rankings from publications like Forbes Magazine, the Baltimore Business Journal, and more.

 

Whether you are a corporate executive who wants to put their money to work properly, a prospective retiree seeking a comprehensive road map to long-term financial sustainment or a physician with the best interests of their family at heart, we offer financial solutions for people in all stages and walks of life.

Family Walking On the Beach

INDIVIDUALS & FAMILIES

Providing a structurally sound financial framework that will support you and your family to and through retirement.

Work Presentation

CORPORATE EXECUTIVES

Enabling executives to focus on their careers and employment duties while knowing that their portfolio is in good hands.

Gas Plant

BALTIMORE GAS & ELECTRIC

Helping BGE/Exelon employees navigate their retirement program, benefits, and beyond.

Rocket Launch

APPLIED PHYSICS LABORATORY

Allowing Johns Hopkins Applied Physics Laboratory employees to focused on their national objectives while we further their financial goals.

Surgeons

JOHNS HOPKINS

 Supporting personnel at Johns Hopkins University & Hospital with financial peace of mind as they perform life-saving research and patient care.