Marty co-founded marrick wealth in 2012. He is responsible for establishing and managing client relationships. Marty has served as an advisor to wealthy families since 2003, working for two boutique wealth management firms, and two international companies, Deloitte and Northern Trust. Originally from Cleveland, Ohio, Marty moved to Orange County in 2007. He enjoys spending time with his wife, Michelle, and their three kids, as well as traveling, surfing, and running.

Marty McNamara
Co-Founder, Wealth Advisor and Fee Only Advisor
marrick wealth
United States, California, Newport Beach
About Me
Profile Information
Co-Founder, Wealth Advisor and Fee Only Advisor
marrick wealth
Investment Team
Investor
Multi-Family Office
Newport Beach
California
United States
Oct 14, 2024
Work Experience
marrick wealth
Co-Founder, Wealth Advisor Aug 2012 - Present
Email: marty@marrickwealth.com
Deloitte Tax LLP
Tax Consultant (Private Client Advisors) Jan 2003 - Dec 2004
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