Financial Advisors
Ellicott City, MD
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.
Ideal for: Mid-to-high net worth individuals, retirees or near-retirees, business owners with complex finances, families focused on legacy planning
Service area: Ellicott City, Maryland and surrounding areas, serving clients locally and remotely
Fee-Only Fiduciary Model: Operates exclusively on a fee-only basis with no commissions, ensuring all financial advice is truly aligned with client interests rather than product sales incentives.
CFP-Certified Leadership: Clients work directly with CERTIFIED FINANCIAL PLANNER professionals committed to comprehensive financial planning and strategic wealth management.
Comprehensive Service Suite: Offers integrated planning across retirement, investments, tax efficiency, risk management, estate planning, and behavioral coaching—addressing the full spectrum of wealth management needs.
Address: 11690 Frederick Rd, Ellicott City, MD 21042
Phone: (410) 934-1199
Website: markswm.com
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