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Marietta Wealth

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Marietta, GA
Marietta Wealth

Your financial advice should be as personal as the life it supports. Let’s plan your future together—call or email us today.

As fee-only fiduciaries, we’ve been helping families find financial peace since 2015 by treating their dreams like our own. Marietta Wealth is an independent, fee-only financial advisory firm. Scott Keller, Charlie Holloway, Wes Hackney and Ben Crowe founded the firm in 2015 to provide comprehensive investment advisory and retirement planning services
to individuals, businesses and institutions. T

he firm has a fiduciary obligation to its clients, and delivers a high level of customized service that prioritizes the client’s needs and goals.

08/27/2026

It’s the little things that make a big difference—like a familiar voice on the other end of the line. 📞

We know how it feels to want a quick answer but find yourself waiting on a callback or navigating a directory. At Marietta Wealth, we believe your financial journey is personal, and the support you receive should be, too. To us, you’re not just an account number; you’re a neighbor we’re truly dedicated to helping.

Our team is here to work as your partner—someone who knows your name, understands your goals, and is just a local phone call away. 🏠 From Marietta to Woodstock to Cartersville, we’re proud to provide the personalized financial services our communities deserve.

We’d love for you to get to know us better. Click the link in the comments to read our bios and learn more about our team and our roots here in the Georgia community.

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Marietta Wealth is registered as an investment adviser with the US Securities and Exchange Commission. Registration of an investment adviser does not imply any level of skill or training. For additional information about Marietta Wealth’s financial planning and advisory services, please see the Marietta Wealth Disclosure Brochure or Form ADV Part 2A for full details, which is available upon request or by visiting our website (www.mariettawealth.com.)

08/24/2026

Imagine entering retirement with a portion of your savings shielded from future income tax rate increases.

That’s one of the potential advantages of a Roth IRA conversion.

If you hold a 401(k), Traditional IRA, or SEP-IRA from a past employer, those assets will eventually be subject to ordinary income tax upon withdrawal. A Roth conversion allows you to pay taxes on those converted funds today—enabling qualified future withdrawals to potentially be tax-free in retirement provided applicable holding period and distribution rules are satisfied.

Why explore this strategy:

~ Tax Free Growth: Pay income taxes at today's rates to secure tax-free growth later, a particularly useful strategy if you anticipate being in a higher bracket in retirement. For others, converting may make less sense depending on current versus expected future rates.

~ Greater Predictability: Gain greater predictability over your future retirement budget without worrying about how tax law changes might impact qualified Roth distributions.

Because conversions trigger immediate taxable income and are subject to specific rules (like the 5-year holding period), timing and ex*****on are critical.

Curious if a Roth conversion aligns with your financial plan? Read our latest blog that breaks down how the strategy can work.

👇Click the link in the comments.

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Marietta Wealth is a registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. For additional information about Marietta Wealth’s financial planning and advisory services, please see the Marietta Wealth Disclosure Brochure or Form ADV Part 2A for full details, which is available upon request or by clicking the link in the footer of our website.

08/18/2026

Take 2 Minutes to See If Your Personal Finances are on Track

When you're managing a demanding career or business, sometimes paying attention to your personal financial strategy is challenging. Asking yourself these three questions is a great place to start getting back on track with your personal financial goals.

Is your personal net worth keeping pace with your career growth?
Convert raises, bonuses, and equity awards into liquid personal wealth.

Does your investment risk match your current life stage?
Markets and personal timelines change. A portfolio designed three years ago may now be exposing you to unnecessary volatility.

Are your assets optimized across all tax buckets?
Uncoordinated employer plans, IRAs, and taxable accounts can lead to missed growth opportunities and unnecessary tax drag.

The right answers depend on your individual goals, timeline, and tax situation. These questions are a starting point, not a prescription.

If it’s been a while since your portfolio had a comprehensive checkup, we’re here to help you cut through the complexity.

Give us a call, we’d love to speak to you over the phone, or in person at our Marietta, GA office.

Click the link in the comments to connect.

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Tax-related content is for informational purposes only and does not constitute tax advice. Consult your tax professional regarding your specific situation.

Marietta Wealth is registered as an investment adviser with the US Securities and Exchange Commission. Registration of an investment adviser does not imply any level of skill or training. For additional information about Marietta Wealth’s financial planning and advisory services, please see the Marietta Wealth Disclosure Brochure or Form ADV Part 2A for full details, which is available upon request or by visiting our website (www.MariettaWealth.com).

08/12/2026

Maxing out a pre-tax 401(k) lowers your tax bill today—but it can trigger a surprisingly high tax bill when you start taking withdrawals later.

Something to Consider: Make strategic Roth conversions during your lower-income transition years.

By paying taxes on smaller portions of your savings early, you build a pool of tax-free money to draw from in retirement, keeping your future income more flexible and your tax bill more predictable.

Whether this makes sense depends on your individual income, tax situation, and retirement timeline - a tax professional or financial adviser can help you evaluate if this approach fits your plan.

How are you balancing tax savings today with flexibility down the road?

If you would like a second set of eyes on your future tax strategy, reach out to our team through our website or give us a call. Our team at Marietta Wealth is always here to help.

Click the link in the comments to contact us.

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The tax information offered in this presentation is general in nature. It is provided for informational purposes only and should not be construed as tax advice. Always consult a tax professional regarding your specific tax situation.

Marietta Wealth is a registered investment adviser (RIA). Registration of an investment adviser does not imply any level of skill or training. For additional information about Marietta Wealth’s financial planning and advisory services, please see the Marietta Wealth Disclosure Brochure or Form ADV Part 2A for full details, which is available upon request or by clicking the link in our website footer. (www.MariettaWealth.com)

08/06/2026

For many high-earning professionals, the biggest hurdle to mapping out their financial future isn't a lack of money—it's a lack of understanding.

When terms like asset allocation, capital gains, or net worth feel confusing, it’s easy to put financial planning on the back burner. But sitting on the sidelines of your own wealth carries a real cost:

~ Passive Decisions: Nodding along to financial concepts you don't fully get, rather than shaping decisions to fit your life goals.

~ Missed Opportunities: Hesitating to make important financial moves simply because you aren't sure how the pieces fit together.

~ Lack of Control: Feeling like a spectator in your own financial life instead of the primary decision-maker.

Being an active participant in your future doesn't mean becoming a full-time market analyst or managing your own stock portfolio. It starts with understanding the foundational concepts well enough to speak with confidence about where your money is going.

We put together a straightforward listing of common financial terms to assist you in taking charge of your future.

👉Click the link in the comments to learn more.

07/29/2026

Decades of investments scattered across 6 accounts + high tax bills. Here’s how we made sense of it.

When decades of statements blanket your table, where do you actually start?
A typical situation we often see is a pre-retiree—5 years out from retirement—coming to us with a binder full of scattered statements, old mutual funds, and long-forgotten accounts.

The goals?
~ Reduce risk as retirement nears
~ Build a future income plan
~ Cut an ever-growing tax bill

The breakthrough?

A donor-advised fund. By transferring appreciated shares instead of writing checks, it supports the charities a client loves while avoiding a heavy capital-gains hit—one strategy that may offer both philanthropic and tax planning benefits for clients with the right circumstances, including appreciated assets, charitable intent, and the ability to itemize deductions.

The road to retirement shouldn't be blocked by decades of account clutter. If your account pile is growing faster than your confidence, it might be time for a second set of eyes. If so click the link to contact our team, we bring clarity to the table: https://www.mariettawealth.com/contact-us/

Not convinced? Read our recent blog about what DYI-ing retirement might be costing you. Click the link in the comments.

07/23/2026

Where is your future travel budget hiding? ✈️

Have you ever looked at your income on paper and wondered why your savings isn’t growing at the same pace? You likely don’t have a math problem—you have a budget leak.

Our Financial Advisor, Lisa Garris, recently shared her thoughts on an informative piece from Clark.com sharing the 5 most common budget leaks. Small, invisible costs like subscriptions, food delivery fees, and micro-transactions can quietly drain thousands of dollars every year without you realizing it.

As Lisa points out, plugging these leaks isn’t about living a life of restriction or cutting out every small joy. It’s about intentionality redirecting money into the things you actually care about, whether that’s taking that dream trip, funding a major goal, or building wealth for the future.

Reclaiming monthly cash flow is step one. Step two is turning that newly freed-up money into a structured plan for your future. At Marietta Wealth, we help align your everyday habits with your long-term goals so you have the ability to enjoy today while planning for tomorrow.

The link to the full article is in the comments. Note: this link leads to a third-party website. Marietta Wealth is not responsible for the content of external sites.

Investing and financial planning involve risk, including the possible loss of principal, and no strategy can guarantee a specific outcome. Marietta Wealth is registered as an investment adviser with the US Securities and Exchange. Registration of an investment adviser does not imply any level of skill or training. For additional information about Marietta Wealth’s financial planning and advisory services, please see the Marietta Wealth Disclosure Brochure or Form ADV Part 2A for full details, which is available upon request or by visiting our website (www.MariettaWealth.com).

07/21/2026

Where Do You Stand? Use Our Free Investment Plan Tool!

For successful asset owners, getting a clear picture of your financial foundation is crucial. Our free, simple Investment Plan Tool is designed to provide that instant clarity.

✅ NO EMAIL REQUIRED FOR THE RESULTS

How to Gain Clarity in 3 Quick Steps:
~ Quick Info: Provide a few details about your current situation.
~ Pick Your Goal: Select your biggest objective
~ Instant Answer: Review the calculations, preliminary advice, and to get a preliminary picture of where your portfolio may stand based on your inputs.

Click to acccess the tool: https://wealth.emaplan.com/ema/LeadGen/Welcome/a5807a2b-7c0d-4991-b223-579f63cbd05d

Now What?

If those results sparked anxiety, or you feel unsure about the strategic path forward, reach out to talk.

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The Investment Plan Tool provides general educational calculations based on the information you enter. It does not constitute investment advice, a securities recommendation, or a financial plan. Results are illustrative only and are not tailored to your individual circumstances. For personalized investment advice, please contact Marietta Wealth directly.

Marietta Wealth is a registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Information entered into the Investment Plan Tool is subject to Marietta Wealth's privacy policy, available at www.mariettawealth.com. Marietta Wealth does not sell or share your personal information with third parties for marketing purposes. For additional information about Marietta Wealth’s financial planning and advisory services, please see the Marietta Wealth Disclosure Brochure or ADV Part 2A for full details, which is available upon request or by visiting our website.

07/16/2026

Finding a financial advisor shouldn’t feel like a transaction—it should feel like a true partnership.

We love sharing this recent feedback for our Financial Advisor, Lisa Garris. When clients share that they know we are ready to answer questions and help, it underscores the core of who we are: a team dedicated to putting our clients first.

Thank you for your recommendation and for placing your confidence in Lisa and the Marietta Wealth team!

Click the link in the comments to learn more about Lisa’s experience and everything she brings to the Marietta Wealth team.

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The individual referenced here is a current client, was not compensated for her statement, and does not have a material conflict of interest with our firm. Her experience may not be representative of all clients and this testimonial reflects a single client’s feedback regarding her experience with Lisa Garris during the period reviewed. As of July 9, 2026, Marietta Wealth has received 36 five-star reviews on Google across our team, submitted between March 10, 2026 and July 9, 2026. Ratings are submitted directly by users through Google’s public review platform; Marietta Wealth does not compensate reviewers and has not independently verified the content of individual reviews. Testimonials and ratings are not indicative of all client experiences or future performance.

07/13/2026

True or False: Your house is an asset. 🏠

The answer isn't as straightforward as it seems.

We often talk to high-net-worth families who have incredible financial momentum, but realize they’re uncertain of some of the foundational definitions of wealth management.

The good news: You don't need a degree in finance to build wealth—but you do need clarity to preserve and grow it.

In this video, Pierre dives into a question we get from prospective clients all the time: What is considered a "Household Asset"?

If you've ever felt like you're guessing at the fundamentals, this 1-minute video is for you.

Then, read about how to calculate your personal assets in our popular blog. Click the link in the comments.

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Marietta Wealth is a registered investment adviser (RIA). Registration of an investment adviser does not imply any level of skill or training. For additional information about Marietta Wealth’s financial planning and advisory services, please see the Marietta Wealth Disclosure Brochure or Form ADV Part 2A for full details, which is available upon request or by clicking the link in our website footer. www.MariettaWealth.com

Address

472 N Sessions Street NW Unit 24
Marietta, GA
30060

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+14045496930

Website

http://www.mariettawealth.com/

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