About
Advice built on
integrity, not incentives.
The Advisor
Why I started
Marbot Wealth.
Too many people are working with advisors who have a financial incentive to sell them products — not solve their problems. I started Marbot Wealth because I believe you deserve an advisor whose only job is to make your financial life better.
As a fee-only, independent RIA, I have no commissions to earn, no proprietary funds to push, and no corporate quotas to hit. My compensation comes directly from you — which means my interests are fully aligned with yours.
I work with a focused number of clients so I can give every relationship the attention it deserves. You'll always speak directly with me — not a junior associate, not a call center, not a robo-advisor dressed up as a human.
Whether you're a young professional building serious wealth for the first time, or a high-net-worth individual who wants a more thoughtful approach, I'm here to be the financial partner you've been looking for.
Credentials & Background
Core Values
i.
Fiduciary, always
Not just a buzzword — a legal standard I'm held to on every recommendation, every decision, every day.
ii.
Radical transparency
You'll always know what you're paying, why I'm recommending something, and what the alternatives are.
iii.
Long-term thinking
Great financial outcomes are built over decades. I'm focused on the long game — not the next quarter.
Let's Connect
Ready for a different
kind of advisor?
Start with a free, no-obligation intro call. We'll talk about your goals and whether we're the right fit.
Book a Free Intro Call