Marvin Wealth Management

Financial ServicesOhio, United States2-10 Employees

Marvin Wealth Management offers complete wealth management services as well as financial education to its clients throughout the greater Cleveland area. As an independent representative of LPL Financial, the firm provides complete wealth management services including retirement, estate and financial planning*; long-term care and insurance planning. The firm has a diverse client base including individuals, family offices, small businesses and corporations as well as endowments. Marvin Wealth Management builds client portfolios in-house rather than hiring outside managers. Marvin Wealth Management is a risk manager and believes that protecting clients’ wealth from downside risk is as important as planning for upside growth potential. Principal Dennis R. Marvin, CFP® has more than 20 years’ experience managing client portfolios. 

Securities offered through LPL Financial. A registered investment advisor, Member SIPC www.SIPC.org. Financial Planning offered through Marvin Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. 

For a list of states in which we are registered to do business, please visit www.marvinwealth.com.

Sign up for free to view info

Email Format Employee directory