Marvin Wealth Management Employee Directory

Financial ServicesOhio, United States2-10 Employees

Marvin Wealth Management is a financial services firm serving clients in the greater Cleveland area from Westlake, Ohio. It delivers comprehensive wealth management and financial education, covering retirement, estate, and financial planning, along with long-term care and insurance planning. The firm builds client portfolios in-house rather than outsourcing investment management, serving a diverse mix of clients that includes individuals, family offices, small businesses, corporations, and endowments.

As an independent representative of LPL Financial, Marvin Wealth Management operates with securities offered through LPL while providing advisory services as a registered investment adviser separate from LPL. The practice emphasizes risk-aware planning, aiming to protect wealth from downside risk while pursuing growth opportunities. Principal Dennis R. Marvin, CFP®, brings more than 20 years of portfolio management experience to the firm.

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