Founded in 1984 by Mark Orgel, Orgel Wealth Management is an independent, fee-only wealth management firm that operates as a fiduciary for its clients. The firm offers a wide range of services including personalized financial planning, investment management, retirement plan consulting, and legacy planning. They serve a diverse clientele, from high-net-worth individuals and families to institutional clients such as non-profits and corporate retirement plans, with a stated mission to provide clarity, confidence, and discipline to their clients' financial lives.

Founded in

United States