Marks Wealth Management

Marks Wealth Management is a fee-only financial advisory firm in Ellicott City serving clients throughout Maryland and beyond. Led by CFP-certified advisors operating under a fiduciary standard, they provide comprehensive wealth management including retirement planning, portfolio and asset management, tax efficiency strategies, risk management, legacy and estate planning, and behavioral finance coaching. Their client-first approach focuses on aligning customized investment portfolios with long-term financial goals, with transparent fee-only pricing that eliminates commission conflicts.