Boutique Wealth Management Firm in Orange County
Authentic Investment Advice and Tax Strategy
3
Lead Advisors CPA/PFS, CFP®
Our team of advisors provides expert, personalized financial guidance, ensuring you receive the highest level of service and attention.
90
Client Families
We maintain a low client-to-advisor ratio, allowing us to offer proactive, focused advice tailored to your unique financial needs.
$2M
Investment Minimum
We accept new clients seeking to delegate the management of portfolios with $2M or more of investable assets.
Your Vision, Our Expertise
Our team specializes in helping you craft a personalized, tax-smart plan to transform your aspirations into reality. Let us help guide your journey.
OUR TEAM
SERVICES
Wealth Management
Tax & Financial Planning
Comprehensive financial planning services with a CPA financial planner.
Investment Management
Customized investment management with a Fee-Only, CFP® professional financial advisor
WHY MARRICK WEALTH?
Our financial planners have decades of combined experience and hold the distinguished CPA/PFS and CFP® credentials.
Expertise
With fewer clients per Lead Advisor, we offer proactive, personalized service to meet your unique financial needs.
Client Experience
Our founding partners ensure long-term guidance, supporting your financial journey for decades.
Long-term Relationship
As fiduciaries, we provide conflict-free advice with an independent, client-focused approach.
Fiduciary Duty
CLIENT STORIES
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Family Trustee’s Peace of Mind
How we helped a family trustee navigates complex estate management, ensuring a secure future for her family.
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Securing Retirement for a Corporate Executive
Helping a corporate executive reduce risk and maximize retirement benefits with strategic guidance.
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Exit for an Entrepreneur
How we helped a successful entrepreneur evaluate the sale of his business, ensuring his family’s financial goals were secured for generations.
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Financial Freedom for a Busy Surgeon
Helping a doctor optimize tax strategies and secure his family’s future, allowing him to focus on his career and family without financial worry.
Ready to get started?
Our team at marrick wealth is ready to partner with you to create a personalized financial plan that meets your unique needs and goals. Take the next step towards financial freedom, lasting legacy and peace of mind.