- Realizing Dreams Since 1982
Compound Your Financial Potential
Financial, tax, retirement, and stock option planning for professionals, families and businesses.
Innovative
Wealth Management
Protect. Grow. Utilize.
Marconi Financial is a wealth management and financial advisory firm, our objectives are to help our clients protect, grow and utilize their wealth in the most cost and tax efficient way.
Because we pride ourselves on our independence, we are structured so that we can always provide the best impartial advice without any influence coming from a large organization.
As independent advisors we act as valued partners who can help tie your investment plan to your overall life plan.
About Us
Accomplished Financial Specialists in Nevada
Marconi Financial has the experience and the resources to help you realize your dreams.
By taking advantage of our integrated financial solutions, which include investment management, tax strategies, retirement, and legacy planning, our clients leave our offices with truly comprehensive financial plans that remove the stress of coordinating between several firms and offer the confidence of knowing that all of their finances are managed strategically. At Marconi Financial, we pride ourselves on an unparalleled level of client service and appreciate the opportunity to help make your financial ambitions a reality.
Why Choose Marconi Financial
Financial Planning & Wealth Experts?
Independent & Objective
Marconi Financial is independent and objective. Good ideas are actively explored from all sources because we adhere to an open architecture approach and interface with multiple custodians and vendors.
Investment Philosophy
We believe that asset allocation is a key element in determining overall portfolio returns and must accurately reflect our client’s individual goals. Time is spent understanding our clients’ dreams, goals and priorities before constructing an investment plan.
Fiduciary Standard of Care
As an independent Registered Investment Advisor (RIA), Marconi is a fiduciary and has a fiduciary duty to act in the best interest of our clients and to disclose any possible conflicts of interest. Ethically, legally and philosophically, our interests are aligned with our clients.
Education & Expertise
Our firm has extensive experience working with high net worth individuals, families, trusts and associated interests. Most of our professionals have attained either the Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP®) designation.
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