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Marietta Wealth

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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.

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

07/09/2026

Financial headlines are noisy. The data tells a different story.

If you only watched the news this spring, you might have expected the worst. We faced geopolitical tension, an energy shock, and a Federal Reserve signaling potential rate hikes.

Yet, the stock market shook off the volatility and finished the quarter near record highs.

Beneath the surface, three major shifts are driving this momentum:

🔹 The Oil Reversal: With oil prices back down, the biggest driver behind recent inflation is fading—completely shifting the conversation around interest rates.

🔹 The AI Boom: Tech giants are spending historic amounts of cash on AI infrastructure. Money is pouring directly into chips and data centers, driving a massive tech rally.

🔹 A Balanced Market: Instead of just a few tech giants carrying the load, the recent rally has finally spread to smaller and international companies.

While we still face open questions about inflation and the durability of the tech boom, the past few months have shown the power of a diversified portfolio and a long-term perspective.

We just published our complete market report breaking down these trends and what we’re watching as we head into the next quarter.

Click the link in the comments to read the full breakdown.

07/03/2026

Happy 4th of July to all of our incredible clients, friends, and family! 🇺🇸✨

As we prepare to celebrate America’s landmark 250th birthday, it’s a wonderful moment to pause and reflect on the power of community, shared history, and the people who make it all meaningful. We are so incredibly grateful for the relationships we share with each of you.

However you are choosing to mark this historic event over the weekend, we hope it’s filled with good food, great company, and celebration.

Wishing you all a beautiful, happy, and safe holiday!

07/01/2026

CNBC Select recently published an excellent piece featuring advice from certified financial planners outlining 5 essential money moves for new college graduates, covering everything from workplace benefits to managing student debt.

We asked our advisor, Pierre Soree, to share his perspective after reading it. His biggest piece of advice? Start thinking about financial planning early.

Here are the three building blocks Pierre recommends focusing on from day one of your career:

🌱 Automate early. Pay yourself first. Route a percentage of your very first paycheck straight into savings or a 401(k) before you even miss it.

🛡️ Build a foundation. Skip the "hot stocks" for now. Secure 3 to 6 months of living expenses in an emergency fund first.

⚖️ Balance your lifestyle. Living within your means isn’t about zero fun—it’s about balancing today’s happiness with tomorrow's financial freedom.

🗣️ Parents: Use this to spark a conversation at Sunday dinner.

🎓 Grads: Start small, stay disciplined, and watch your wealth grow.
Have questions? Reach out.

Read the full list of financial moves on CNBC Select by clicking the ink 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 ADV Part 2A for full details, which is available upon request or by visiting our website (www.MariettaWealth.com).

06/25/2026

We often talk to professionals who had put off meeting with an advisor because they think they need a mountain of paperwork just to get started.

In reality, a first meeting is just a low-pressure conversation to explore your financial planning journey. You can easily establish a high-quality baseline by compiling just 7 core items.

As our Co-Founder, Ben Crowe, puts it: "Bring what you can find, leave the stress behind, and let’s just have an open conversation."

Want to know exactly what those 7 items are? Check out our latest article to find out, and to download an easy to follow, printable one-page meeting prep checklist.

👇 Link to the article and the free (no-email required) checklist in the comments below!

06/22/2026

⚽ No single player wins the World Cup. Even the greatest superstars fail without a balanced roster, a rock-solid defense, and a world-class manager on the sidelines.

Winning retirement takes the exact same coordinated effort. Ask yourself: How does your financial "team" actually match up?

🏃 The Midfielders (Cash Flow & Income): Are your pay stubs and revenue streams automatically funding your 401(k), Roth IRAs, and HSAs efficiently to keep the ball moving?

🛡️ The Defense (Risk & Taxes): Do you have the right insurance policies and proactive tax planning to protect your assets from sudden, costly surprises?

🎯 The Striker (Growth Portfolio & ETFs): Your brokerage accounts and ETFs taking calculated shots at market growth. (A team of only strikers leaves your backline wide open).

📋 Who is managing your pitch? If your investments, tax strategies, and personal goals aren't actively talking to each other, you're just playing street-ball.
That’s where a fee-only fiduciary comes in. As our Managing Principal Scott Keller puts it:

“A lot of folks come to us with a collection of great independent financial pieces, but no actual coordination between them. It’s like drafting eleven star players who have never practiced together. We act as your coach bringing your tax strategy, risk protection, and investments into a single, unified formation so you can stop playing frantic defense and confidently win the long game."

Stop trying to act as your own head coach, forward, and goalkeeper all at once.

🏆 Ready to build a championship roster? Click the link in comments to schedule a low-pressure, 30-minute Financial Discovery Meeting with our team in Marietta, GA, or virtually.

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The complimentary 30-minute Financial Discovery Meeting is a general introductory conversation designed for prospective clients looking to evaluate their wealth management needs. This initial consultation is provided at no charge and entails no obligation to purchase services or investment products. It does not constitute personalized investment, legal, or tax advice. Marietta Wealth is an SEC-registered investment adviser. Registration does not imply any level of skill or training. The views expressed above represent the opinions of Marietta Wealth Management and are provided for informational purposes only. Past performance is not indicative of future results.

06/18/2026

Our team enjoys supporting the local community we call home. Four of our team members recently spent a wonderful day volunteering at Mostly Mutts Market in Acworth, helping prepare clothing items for sale! Every purchase made at the market directly funds the saving, healing, and rehoming of unhoused dogs in need.

We encourage you to shop at thrift stores owned by non-profits like Mostly Mutts; your support provides vital funding that helps them continue their incredible work. Stop by the market to check out their items, give these goods a second life, and help keep them out of landfills!

06/16/2026

A lot of people come to us thinking “fee-based” and “fee-only” are the same thing. It's one of the most common misunderstandings in financial planning.

Here’s what we tell them:
~ Fee-based advisors can charge a planning fee… but they can also earn commissions for recommending certain products. Fee based structure means some compensation may come from product recommendations, which is a factor worth understanding when evaluating any adviser.

~ Fee-only advisors don’t earn commissions at all on products. Marietta Wealth is Fee-only. Our compensation comes solely from a percentage of the assets we manage for you.

Being Fee-Only aligns our advice with you, fully focused on your objectives -- not on selling any particular product.

👉 Click the link in the comments if you’d like to hear about our Fee-only financial services.

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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 ADV Part 2A for full details, which is available upon request or by visiting our website.

06/11/2026

Getting into the market is the easy part. Staying on course is where the real work begins. 📊

Our Managing Principal, Scott Keller, recently reviewed NerdWallet’s updated guide on "How to Start Investing in Stocks."

He shared that it was a fantastic foundational primer on the mechanics of opening an account and choosing diversified ETF. Scott said, “From an advisory lens, there is a distinct difference between buying stocks and managing wealth. The basics get you in the game, but a comprehensive strategy is what helps your portfolio grow.”

As your net worth increases, Scott recommends shifting your focus to three critical areas for consideration:

1. Strategic Coordination: How do your investments interact with your tax strategy, estate plan, and business cash flow? True diversification is about coordination, not just collection.

2. Behavioral Discipline: The mechanics of investing are simple. Maintaining emotional discipline during a market correction is the hard part—and where a financial services partner can add a lot of value.

3. Time Optimization: At a certain point, the DIY approach can stop saving you money, costs you valuable time, and possibly missed opportunities.
Still managing it all yourself? Check out our recent blog post to explore the hidden costs of DIY Financial Planning: https://www.mariettawealth.com/diy-financial-planning-the-hidden-cost-to-managing-yourself/

(To read the full NerdWallet beginner's guide, we've left the link in the comments below!)

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This article is provided for informational purposes only and should not be construed as personalized investment, legal, or tax advice. References to tax and estate planning are general in nature. Marietta Wealth does not provide legal or tax advice. Individuals should consult their attorney, CPA, or other qualified professional regarding their specific circumstances.

Tax and estate planning considerations discussed are general in nature. Marietta Wealth does not provide tax or legal advice. Readers should consult their CPA and attorney regarding their specific circumstances.

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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