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Marzano Capital Group

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Clemmons, NC
Marzano Capital Group

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Marzano Capital Group provides financial services in the Triad. Determining how much you need to retire confidently.

Located in Clemmons, N.C., our team brings together nearly 70 years of combined experience in the industry to assist our clients in pursuing their financial goals. Our financial services professionals serve individuals and businesses in all areas of investment planning, including:

• Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Help managing assets before and during retirement.

• Tax management - Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.

• Estate Investment planning- We can work with your Estate Planning Attorney or Advisor to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs.

• Education funding - Recommend investment and accumulation strategies to help you pay for your children's education.

• Risk management - Reviewing existing insurance policies.

• Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance.

• Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.

• Securities offered through LPL Financial, Member FINRA/SIPC. For links to FINRA/SIPC (finra.org, sipc.org). Marzano Capital Group is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• For a list of states in which I am/we are registered to do business, please visit www.marzanocapitalgroup.com.

10/15/2026

Market pullbacks can be uncomfortable. But if a Roth conversion is already part of the conversation, a down market may be worth another look.

A lower account value could mean converting a smaller taxable amount while giving any future recovery the opportunity to take place inside the Roth IRA.

Of course, there’s more to consider than where the market stands today. Your tax situation, retirement income, RMDs, and broader financial plan all matter.

Take a look at the graphic to see how the strategy could work and why a market pullback may create a planning opportunity.

10/13/2026

Thursdays look a little different for Jon.

Each week, he gets to spend the day with his granddaughter, Raelyn, and enjoy a little extra grandpa time in the middle of the workweek.

Safe to say, Thursdays have become a pretty special day of the week.

10/11/2026

Happy Birthday, Steven!

We’re grateful for the many years Steven has been part of the Marzano Capital Group team and for the relationships, leadership, and care he continues to bring to the people around him.

We hope today brings plenty of time to celebrate with the people who mean the most. Happy Birthday, Steven!

10/09/2026

Some of our favorite moments as a team happen outside the office.

From the Clemmons Rotary and Davie Chamber to the Clemmons Food Pantry, Forsyth Humane Society, and Habitat for Humanity, we’ve had plenty of opportunities to get out, get involved, and spend time with organizations doing meaningful work in our community.

We’re grateful to be part of a community that gives us so many ways to show up and lend a hand.

10/07/2026

As summer winds down, our team has been making the most of a little time away.

Alyssa and her husband, Jonathan, spent time in Nags Head, where Alyssa got some fishing in. Mike and his family headed to Ocean Isle Beach for some time by the water. And Jon took things a little farther west, exploring Montana with plenty of fishing and sightseeing along the way.

Different destinations, but a good reminder to make time for the people, places, and experiences that matter outside of work.

Here’s a look at where summer took some of the Marzano Capital Group team!

10/05/2026

Motivation can get things moving, but discipline is what keeps progress going.

The same is true with your finances. Building wealth rarely comes down to one big decision. It’s the steady habits, thoughtful choices, and commitment to your plan over time that can make the difference.

10/01/2026

Health is part of the bigger financial picture.

Taking care of yourself today can shape how you spend your time, what you're able to enjoy, and the choices available to you down the road. That's why conversations about the future should make room for more than finances alone.

A life well planned should leave room to live it well.

09/29/2026

Happy Birthday, Thomas!

We’re lucky to have Thomas on our team and appreciate the care and commitment he brings to our clients and colleagues throughout the year.

Wishing him a very happy birthday and a year ahead filled with plenty to look forward to!

09/28/2026

Starting early can give a child’s financial future more time to take shape.

Whether you’re thinking about education, long-term savings, or simply giving them a strong financial foundation, the right account can be an important first step. The best place to start depends on what you want that money to eventually do.

If you’re thinking about setting something aside for a child or grandchild, we can help you think through the options and how they fit into the bigger picture.

09/24/2026

A lot can be happening behind the scenes of a financial life. Investments, taxes, retirement income, estate planning, insurance, business decisions, and family priorities all have a way of overlapping.

Our role is to help keep those pieces connected and moving in the same direction, so you can spend less time coordinating the details and more time focused on the life and work that matter to you.

Address

2625 Neudorf Road Ste. 400
Clemmons, NC
27012

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+13367660464

Website

http://www.marzanocapitalgroup.com/contact_us/

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