A dedicated team; in touch with you and your goals.
A unique investment experience.
The Marietta Experience
It’s our personal focus on your individual investment objectives that makes the difference.
Customizing your portfolio
to suit your individual needs.
Our forward-thinking team and disciplined investment process will get you there.
Who We Are
Marietta is an independent investment management firm. We’re a tight-knit team of investment advisors who provide highly personalized service to high net worth individuals and their families, designed to meet their specific investment objectives...read more >
How We Invest
More attentive. More direct. More personalized. At Marietta, we tailor your investment portfolio to achieve your specific investment goals. We design and manage a customized investment program for you that’s based on...read more >
The Client Experience
Our mission is to deliver an exceptional client-oriented investment experience that’s more personal and highly personalized. More personal and highly personalized means:...read more >
Markets Drop on Surging Volatility
What just happened? Stock markets reversed sharply over the last two trading days, interrupting an unprecedented streak of steadily rising m...read more
Marietta Welcomes Jonathan Smucker To Partnership
Marietta is thrilled to announce Jonathan Smucker as the firm’s newest partner. He joins John Evans, Lori Brook, and Mary Allmon on th...read more