It's About More Than Wealth.

It's Your Life.

Chart the course ahead with an experienced team by your side.

Over
$1 Billion
in AUM as of September 2025
Team founded in
2000
Over
100 Years
of combined experience

We've Seen It All.

Our greatest resource is our experience. Ebbs and flows, ups and downs in the economy, yet we're still here. Our clients trust us and turn to us to be their steady guide through the many seasons of life.

Father and childern drinking tea
Our Approach

Grounded In
Lasting Values.

  • Guidance

    You benefit from the perspectives of all four advisors on our team. When we meet, you'll never meet with just one advisor and will have access to our hard-earned wisdom whenever you need it.

  • Trust

    With CERTIFIED FINANCIAL PLANNER® professionals on your team, we have a duty to act in your best interest. We take this commitment seriously.

  • Family

    Our families are important to us, as we know yours are important to you. Our wealth planning is built around the people and values that are close to your heart.

Focus on what matters

We Have Your Back

Your plan should get you where you want to go. We're going to do everything we can to help make that a reality. For us, it's not about quick wins, we're here for the long run.

Family gathering
Experience is our best resource

The World
Keeps Changing—
We'll Guide You
Through

Smooth Sailing
Ahead.

Through the good and not-so-good, we'll help you navigate it all. Whether you need a plan for your family or your business, we'd love to help steer you toward the future you want.

Marinus Financial Team photo

1.
Meet Your Team

You'll have a chance to meet multiple advisors at our first meeting together. We'll explain our approach to help determine whether we're the right team to steer your long-term plan.

2.
Chart Your Future

Tell us about your vision for the future and the people who are important to you. The details of your life will inform your custom proposal.

3.
Set Sail Toward Your Goals

With a plan in hand, we can start the implementation process and take this journey with you.

Who We Serve

Meet The Team

Frequently
Asked Questions

  • Yes. We work with retiring and retired adults to get them to and through retirement. We can work with you to plan for your next chapter.

  • At Marinus Financial, you won't work with just one advisor. We have a team model where you'll benefit from working with our whole team.

  • Yes, if you're working with another financial advisor and would like an outside opinion, we can provide a second pair of eyes.

  • Yes, and we have decades of experience helping business owners, individuals and families navigate the ins and outs of their future.

  • To deliver the caliber of service we provide, we work with people who have a certain threshold of investable assets. Please reach out and we can go over the details of this and help determine if we'd be the right team for you.

  • Contact us to set up a meeting and let's see how we can help.

Ready to Set Toward
Your Future? Let's Connect.

Contact Us