Marks Wealth Management, LLC is an independent, fee-only Registered Investment Advisor (RIA) located in Minneapolis, Minnesota. The firm specializes in providing objective financial planning and wealth management services to individuals and families. Their mission is to help clients achieve their financial goals through a disciplined, long-term investment philosophy. As a fee-only firm, their compensation comes directly from clients, which serves to align interests and avoid the conflicts of interest often associated with commission-based financial products.

Founded in

United States