Marietta Wealth

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.

What if your financial "What-Ifs" became "When-Thens"?"Can we retire three years early?" "What if inflation stays higher...
06/04/2026

What if your financial "What-Ifs" became "When-Thens"?

"Can we retire three years early?" "What if inflation stays higher for longer?" "Can we fund the grandkids' tuition without hitting our travel budget?"

For many DIY investors, these questions can eventually become sources of late-night anxiety. If you are managing your own wealth, trying to answer them can feel like solving a puzzle with missing pieces.

Questions people ask when moving from DIY to a professionally engineered strategy:

1️⃣ "How often should my plan be reviewed?" (Hint: It depends less on the calendar and more on your life events.)
2️⃣ "What if my goals or 'dreams' change?" (Best to model major life pivots and stress-test choices before you make them.)
3️⃣ "I already have a CPA and an attorney. Where do you fit in?" (Financial advisors take the burden of "project managing" your wealth by coordinating directly with your entire team.)

As our co-founder Charlie Holloway puts it: "Our job is to show clients the potential ripple effects of choices before they are made. By stress-testing ‘what-ifs' against real data, we turn a moment of uncertainty into a more informed, proactive decision."

Stop navigating complex financial decisions alone and start planning with a professionally engineered strategy.

👉 Click the link in the comments to see how we solve the "What-Ifs."



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Marietta Wealth is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. All financial planning and investment strategies involve risk, including the possible loss of principal. The scenarios described are for illustrative purposes only and do not represent guaranteed outcomes. For important disclosures, please visit our website or request our Form ADV Part 2A.

Building a retirement plan is about more than just numbers; it’s about building a relationship with a team you can trust...
05/28/2026

Building a retirement plan is about more than just numbers; it’s about building a relationship with a team you can trust to be available when it matters most.

We are grateful for the recent feedback highlighting the decade-long relationship one of our clients has enjoyed with our firm. We strive to be a crucial component of our clients' planning process by providing consistent communication and scenarios tailored to their needs.

Visit our About page (link in comments) to learn more about Charlie Holloway, CFP® and Cara Powell Marinovich, CFP®, and the experience they bring to the Marietta Wealth team.



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The individual referenced here is a current client and was not compensated for her statement. Her experience may not be representative of all clients. As of May 28, 2026, Marietta Wealth has received 36 five-star reviews on Google. Ratings submitted by users are not compensated nor independently verified. Testimonials and ratings are not indicative of all client experiences or future performance.

Thinking of a tax-free retirement? 🌴📖One of our founders, Charlie Holloway, has been seeing a trend lately: more clients...
05/20/2026

Thinking of a tax-free retirement? 🌴📖

One of our founders, Charlie Holloway, has been seeing a trend lately: more clients are planning moves to no-income-tax states. While it’s a great strategy for your retirement nest egg, it’s rarely as simple as just changing your mailing address.

Charlie recently shared an article highlighting why a "clean paper trail" is an important step in reducing potential residency tax disputes. "If you aren't careful," Charlie warns, " in some situations, taxpayers may face competing state tax claims.”

Here are the 2 of the traps the article breaks down:
1️⃣ The Dual-Home Dilemma: Keeping a home in your old state can lead to "residency audits" if residency ties aren't clearly broken.

2️⃣ The Remote Work Reality: Earning in one state while living in another creates tax obligations that change depending on the borders you cross.

🔗 Read the full article Charlie shared by using the link in the comments. 👇

Have questions about your specific scenario? Feel free to reach out to our team!



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Stephano Slack does provide tax advice. Their article's tax-related discussion is general in nature and readers should consult qualified tax professionals.

This content is for informational and educational purposes only and should not be construed as individualized tax, legal, or investment advice. Readers should consult their tax and legal professionals regarding their specific circumstances.

Most people wait until the end of the month to see what’s left to save.The 'Cent$ible' move? Open your payroll portal or...
05/18/2026

Most people wait until the end of the month to see what’s left to save.

The 'Cent$ible' move?

Open your payroll portal or banking app right now and consider setting up an automatic transfer, even a small amount, to a separate savings account.

When you don't see it, you're less likely to spend it. Small, consistent habits can make a meaningful difference over time.



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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. This post is for informational purposes only, not personalized investment advice.

The DIY trap: The "do-it-all" grit that built your wealth is the same thing that might be stalling your legacy. In the b...
05/07/2026

The DIY trap: The "do-it-all" grit that built your wealth is the same thing that might be stalling your legacy.

In the beginning, managing every dollar yourself was a superpower. But as you cross the $1M–$10M mark, the complexity changes.

Instead of building, you’re spending your free time managing. You’re the technician, the tax planner, and the risk manager all at once.

Read our recent blog to see how the DIY approach is costing you your time, focus, and maybe your peace of mind. (Link in 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.

We’ve all been there: You get a raise or a bonus, and suddenly that 'wish list' becomes a regular item on our shopping l...
04/30/2026

We’ve all been there: You get a raise or a bonus, and suddenly that 'wish list' becomes a regular item on our shopping list. 🛒

It’s called Lifestyle Creep, and it’s one of the reasons why people feel like they aren't getting ahead, even as they earn more. The goal isn't to stop enjoying life, but to make sure your future self is invited to the party! 🥳

Beyond the 401K contributions, Lisa Garris, one of our Financial Advisors, shared three options for saving the extra cash:
🔹 Brokerage Accounts: For flexibility and growth.
🔹 Backdoor Roth IRAs: A powerful tool for high earners.
🔹 HSA Accounts: The 'triple tax advantage' that many overlook.

Financial freedom is about how much you keep, not just how much you make.
To read more about Lifestyle Creep, see comments for a link.

What’s the one 'luxury' that sneakily became a 'necessity' for you? Let’s hear it in the comments! 👇



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.

We were honored to receive a recent Google Review from a client who called Marietta Wealth a "crucial component" of thei...
04/27/2026

We were honored to receive a recent Google Review from a client who called Marietta Wealth a "crucial component" of their retirement planning, noting our team is “always available to answer questions and run through various scenarios.”

At Marietta Wealth, we believe financial planning should be a collaborative process. We take the time to understand your current financial portfolio, risk tolerance, and goals, then incorporate those personal preferences into the financial decisions we make together.

Whether you are just starting to look at retirement or are already there, we’re here to answer the "What ifs."

Read more Google Reviews (link in comments), then let’s chat.



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The individual referenced here is a current client [Paul Kohler] and was not compensated for his statement. His experience may not be representative of all clients. As of April 27, 2026, Marietta Wealth has received 36 five-star reviews on Google. Ratings submitted by users are not compensated nor independently verified. Testimonials and ratings are not indicative of all client experiences or future performance.

If 'sorting out my finances' has been on your to-do list for years, you aren't alone.Thinking about this “to-do” item ke...
04/21/2026

If 'sorting out my finances' has been on your to-do list for years, you aren't alone.

Thinking about this “to-do” item keeps some of us up at night. Assessing your finances isn’t just about the numbers—it’s about your ability to retire on your terms, protect your family, and finally live out those "someday" dreams.

A financial assessment bridges the gap between your current reality and your future goals, giving you the confidence to make life decisions. To help you take a step forward, we’re sharing our popular article on the 3 Keys to Creating a Personal Financial Strategy.

Read the article to start your assessment today (link in comments).

If you would like a partner to help you address this to-do list item, let’s chat.



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.

04/14/2026

Hiring a Financial Planner? Ask These 3 Questions Before You Sign
Choosing a financial advisor is about more than just fees—it’s also about finding a partner who uncovers what you may have missed.

Swipe to reveal 3 questions to ask an advisor (and yourself) to uncover the "invisible" assets and liabilities that may have gotten overlooked. A financial plan can only be as successful as the information it's built on.

We can help uncover forgotten details to create a path based on more complete information. Let’s talk: https://www.mariettawealth.com/contact-us/



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.

Have you noticed the recent shifts in the market? It’s a lot to take in.If you’ve been feeling like the ground is shifti...
04/08/2026

Have you noticed the recent shifts in the market? It’s a lot to take in.

If you’ve been feeling like the ground is shifting lately, you aren’t alone.

In our latest blog, we’re sharing exactly what we’re seeing:
✅The big "why" behind the changes
✅ Which parts of the world are starting to stand out
✅ What we’re keeping our eyes on for the months ahead

We’re here to help you cut through the noise.

🔗 Read our Full Analysis, click the link in the comments.

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

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