Marietta Wealth

Marietta Wealth

Scott Keller, Charlie Holloway, Ben Crowe, and Wes Hackney founded Marietta Wealth in 2015 as an independent, fee-only registered investment advisor in Marietta, Georgia. The firm held its launch under a fiduciary obligation, structuring advice around individual financial plans rather than product sales. Its wealth-origin narrative is not tied to a single family or liquidity event; instead, the four co-founders pooled their advisory expertise across the CFA, CFP, and CPA designations to serve local individuals, families, and institutions. Marietta Wealth deploys client capital across individual equities, fixed income, and pooled vehicles, with asset allocation driven by each client's planning outputs. The firm layers retirement plan services onto its wealth management practice, with John Massey leading retirement-plan design as Director of Retirement Plan Services. Advisory teams include Cara Marinovich, Steve Michael, Pierre Sorée, and Lisa Garris, all operating under a collective team-based approach that pairs each client with multiple advisors plus trading and operational support. The firm lists 11 professionals on its website as of its most recent update, all based at a single office at 472 N Sessions Street in Marietta. There are no disclosed satellite offices, adjacent family-office structures, philanthropic vehicles, or club memberships. The firm has not published AUM or deployment figures, nor has it disclosed any specific portfolio companies or co-investment vehicles. Marietta Wealth's structure differs from a typical single-family office in that it serves multiple households and institutional clients under a unified RIA, but it resembles a family office in its emphasis on team-based planning, transparent fee-only pricing, and a fiduciary standard that the firm says eliminates conflicts tied to commissions. Its small, local footprint and co-founder-led governance make it a concentrated advisory practice rather than a roll-up or a multi-family office platform.