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Marty McNamara

Co-Founder, Wealth Advisor and Fee Only Advisor

marrick wealth

United States, California, Newport Beach

About Me

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.

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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