top of page

Attain peace of mind with Maredin, your trusted advisor.

Working with Maredin isn’t just about numbers and portfolios, it’s about helping you feel secure, confident, and empowered about your future.

 
Maredin's proprietary Wealth Advisory platform helps you:

- Gain Financial Clarity

- Plan for Retirement
- Protect Your Assets

- Grow Your Wealth
- Focus on what Matters most to You

Family Portrait_edited_edited_edited.jpg
How We Help

Wealth Advisory

The key to ensuring all your financial and personal goals are going to be met, its vital to seek proper guidance on your wealth.

Vineyard

Estate Planning

It's important to have a  well designed estate plan to give you confidence that your family, business, and legacy will be protected.

Investment 
Advisory

A properly structured and developed investment plan is key to ensuring that your investment objectives and goals are met or exceeded.

Analyzing Graphs

Retirement
Planning

It's important to start planning today to help ensure you meet your retirement goals and be certain you don't outlive your resources.

Golf with Grandpa

Financial
Planning

A comprehensive Financial Plan provides a clear pathway and gives you confidence in your financial future.

Team Fishing

Business

Succession

Planning for the selling or transferring of a business is an important factor to plan for, to ensure your ultimate goals are attained.

Our Servuces
Mountain Landscape

Core Tenets

Hills and Valleys
Independent 

Maredin is a Independent, Registered Investment Advisor.  As such, we can provide personalized service, and are free from the conflicts of interest common in many larger firms.

Fiduciary

Maredin is a Fiduciary, meaning we have the legal obligation to put our clients first. Incredibly, this is not true for all financial firms.

Fee Only

Maredin is a "fee only" advisor, meaning we only receive a fee from our clients and are prohibited from receiving any compensation in the form of commissions, referrals or other hidden charges.

TESTIMONIALS

I highly recommend Marcelo at Maredin Wealth Advisors as a Trusted Advisor. He provides invaluable advice that encompasses all aspects of wealth building and preservation. 

 

He has been a great resource in making strategic financial decisions,  investing, legal,  insurance, tax and much more.  His expertise, strategic thinking, and personalized approach have resulted in great returns for me.  And most important, Marcelo has become a close personal friend. 

 

If you're looking for someone who genuinely cares about your success and has the skills to make it happen, give Marcelo at Maredin Wealth Advisors a call. They're the best in the business!

-David W.

I highly recommend Maredin Wealth Advisors, which is quite different from the two major investment firms that previously managed my assets.

What makes Maredin unique is Marcelo’s personal attention, understanding, and advocacy for your specific situation. He genuinely cares about your life and wellbeing.

Marcelo looks at your life as a whole and offers recommendations, advice, and personal help tailored to reach your life goals.

-Cindy G.

bottom of page