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As the country responds to the COVID-19 outbreak,

Marietta would like to reassure our clients and partners that we remain fully operational.

Read Full Update
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Independent,
Fee-only,
Registered Investment Advisor (RIA).

Custom wealth management solutions.

Serving a select group of affluent clients since 2000.

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Independent Boutique.
Dedicated Team.

Focused on you.

Marietta builds deep relationships based on trust, transparency, and integrity.

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More personal.
More personalized.

We want to hear your story

So we can build an investment strategy that is a reflection of you and your goals.

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Wealth simplified.

Less time worrying. More time living.

Our forward-thinking team designs custom solutions that make your life easier.

Client Experience

boutique, custom, and transparent advisory experience catered to an exclusive clientele.

Is Marietta Right For Me?

Who We Are

Marietta is an independent Registered Investment Advisor (RIA) run by an experienced team of professionals.

Meet Our Family

Our Services

We offer a range of services to meet the needs of individuals and families that have built significant wealth.

How We Help
1 Min
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Marietta Supports Sojourner Family Peace Center May 18, 2020

Marietta is committed to continuing our support of nonprofit organizations in the Milwaukee area, especially during this unc...
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The Economy is not the Stock Market May 15, 2020

Stock markets have rallied sharply from the bear market lows reached in late March. Astoundingly, the fastest 30% sell-off ...
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Marietta featured on Money Life with Chuck Jaffe May 7, 2020

On Monday, May 4, Marietta Partner and Portfolio Manager, Jonathan Smucker, appeared as a guest on the “Money Life with Ch...
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