MONTGOMERY, Ala.--(BUSINESS WIRE)--Marble Wealth is proud to announce that it has officially launched as an independent Registered Investment Advisor.
Based in Montgomery, Alabama, Marble Wealth is an independent advisory firm built to help successful individuals and families preserve wealth, solve complex challenges, and shape legacies.
The new firm is led by co-founders Matthew B. Murphy, CFP®, Rebecca H. Baker, CPA, CFP®, CEPA, and Adam M. Rogers, CFA. Matthew will serve as Chief Executive Officer, Rebecca as Chief Operating Officer, and Adam as Chief Investment Officer. All three partners will work directly and proactively with clients.
Matthew is a CERTIFIED FINANCIAL PLANNER™ professional who has spent the past 14 years as a financial advisor at UBS, where received various recognitions, including multiple Forbes/SHOOK Best-In-State listings. He is an alumnus of Auburn University. Rebecca is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ professional who also holds the Certified Exit Planning Advisor (CEPA) designation. She received her BS from the University of Alabama and MBA from Auburn University Montgomery. Prior to Marble, Rebecca spent the past six years with Matthew as a financial advisor at UBS and worked two years at Morgan Stanley and 10 years in the tax and audit areas at a CPA firm in Montgomery, Alabama. Adam is a CFA® charterholder and has served as President and board member of the CFA Society of Alabama. Before Marble, Adam spent 17 years with the Retirement Systems of Alabama, serving as equity analyst and portfolio manager. He received his bachelor’s and master’s degrees from the University of Alabama.
“We are dedicated to helping families preserve wealth and navigate an ever-changing marketplace,” said Matthew Murphy. “As our clients’ financial challenges and complexities continue to intensify, we decided that becoming independent would give us the freedom and ability to do more for them – delivering new ideas and expansive solutions across all aspects of financial life.”
Marble offers a client-first approach focused on delivering a highly personal experience and a full spectrum of wealth management services, including comprehensive planning, investment solutions, tax planning, trusts and estates, risk and insurance, banking and cash management, and philanthropy.
“We believe that each family is unique and deserves the highest level of personal care and attention to achieve their specific goals and protect their best interests,” said Rebecca Baker. “That is why we take the time to understand family dynamics, study every detail, and manage both sides of the balance sheet – and we do it all with a deep respect for clients and commitment to our Southern values.”
The three partners will be joined by Dustin G. Hatfield who will serve as Senior Wealth Associate at Marble Wealth. The team will be supported by world-class alliances, including Sanctuary Wealth, an advanced platform for elite independent advisors.
“The diverse skills and capabilities of our team combined with the vast resources behind us deliver a robust offering and experience,” said Adam Rogers. “We’re excited about our new path and the incredible possibilities that lie ahead for Marble Wealth and our amazing circle of clients.”
“I had the good fortune of working with Matthew and Rebecca in my prior role, as well as spending time with Adam over the past few months,” said Dylan Isaacs, Regional Director at Sanctuary Wealth. “They are incredibly talented advisors and even better people who have been looking for the best possible way to serve their clients. As a rockstar next-gen team, Marble Wealth recognized the shortcomings of the wirehouse model and the value in being independent business owners – and we’re thrilled that they chose Sanctuary as their partner in independence.”
Marble Wealth has also selected Fidelity Brokerage Services LLC (FBS) as custodian. FBS is part of Fidelity Institutional®. Fidelity is one of the industry’s most diversified and largest financial services companies with a 75-year history of focusing on the long-term success of its clients.
“We are thrilled to be selected by Marble Wealth as their trusted custodian and look forward to expanding our platform solutions with Sanctuary,” said John Phillips, Head of Platform Sales at Fidelity Institutional. “Our commitment to independence is unwavering and we will continue to build on our industry-leading wealth management and investment capabilities to help advisors deliver the most value to their clients.”
About Marble Wealth
Marble Wealth is an independent advisory firm built to help successful individuals and families preserve wealth, solve complex challenges, and shape legacies.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Marble Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
For additional information, please visit: www.marblewealth.com.
Fidelity Brokerage Services and Fidelity Institutional® (together “Fidelity”) is an independent company, unaffiliated with Marble Wealth. Fidelity is a service provider to Marble Wealth. There is no form of legal partnership agency affiliation, or similar relationship between Marble Wealth and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Marble Wealth and does not guarantee or assume any responsibility for its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1042962.1.0