About Us
The New Standard in Financial Planning & Wealth Management
Marconi Financial is a registered investment advisor offering a unique approach to investing for high net worth individuals, their families and businesses.
Our mission is to be a fiduciary, trusted financial guide for our clients, focused on providing them peace of mind as they navigate their financial life ahead.
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Marconi Financial Featured On
Our History
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1982
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1985
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1987
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1990
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1994
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1999
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2007
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2017
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2023
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Why Choose Marconi Financial Wealth & Planning Experts?
Understanding that trust, integrity, and confidentiality are essential in providing clear counsel to people, Marconi Financial has worked diligently to create and maintain excellent client service for its clients.
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.
