About Us
Who we are
MARQUIS WEALTH GROUP is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We work directly with clients on a objective, fiduciary basis and choose to be held to a fiduciary standard. Giving the right advice is the soul of our firm.
Why we are different
We work for – and are solely compensated by – our clients; those are the only interests we serve. Our firm is employee-owned and independent. We are not part of a bank, insurance company or Wall Street firm and have no proprietary interests. We sell advice, not products. As fiduciaries, we act in your best interest 100% of the time.
How we invest
We use our technological savvy and planning expertise to enable investors to pursue their specific life and retirement goals. Investors who follow a plan have a higher probability of achieving their goals than those who act on their emotions or make frequent changes based on the events of the day. We spend the majority of our time researching and writing about how to utilize behavioral finance in concert with the best practices in portfolio management.
Two of the central tenets of our investment process are portfolio construction and risk management. We believe that thinking and acting for the long-term is paramount and this lies at the center of how we manage client portfolios. Behavioral counseling, a balanced investment plan and consistent communication are the tools we employ to help our clients work towards their financial goals.