Overview

Marin Wealth Advisors LLC is a Registered Investment Advisor providing expert Financial Planning and Investment Management services to our clients. We believe that Financial Planning is the best way to onboard new clients, and the best way to help our clients navigate their complex financial lives. We manage assets using ETFs, mutual funds and individual securities. We are currently seven advisors and three support staff. The founding principal is 74 and will retire in 2022. The other two principals are 57 and 50. We have completed two acquisitions, a succession plan with another firm in 2017 and a second firm in 2018. The principals from that firm will work with us for 2 years before they retire. We also know that each advisor's book is unique and each of these transitions should be tailored to the advisor's and their client's needs. We are interested in starting a conversation with any San Francisco Bay Area firm and will explore firms elsewhere on the West Coast.

Market
RIA
Last Activity
within 4 months

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