Your Personal CFO for Every Chapter of Life
Wealth management that brings clarity, strategy, and confidence to every stage of your financial future.
Marks Wealth Management Services
As an independent, fiduciary, wealth management firm, we put our clients’ best interests first above all else. Our team builds long-lasting relationships that focus on growing our clients’ assets, protecting their financial future, and preserving what they have built.
Retirement & Social Security Planning
Turn retirement goals into a working strategy with clear timing, income structure, and Social Security decisions aligned to your plan.
Legacy & Estate Planning
Aligning your will, trust, and family legacy plan so your assets support the people and priorities that matter most.
Tax Efficiency Strategies
Structure your income, investments, and withdrawals to manage tax impact across federal, state, and local levels and retain more of what you earn.
Risk Management
Align your level of risk with your savings, lifestyle, and timeline, so your financial strategy reflects both what you want to achieve and what you…
Investment Management
Turn your assets into a more actively managed portfolio, with disciplined oversight and market insight aligned to your financial goals.
Built on Trust. Proven by Results.
Your financial future deserves more than just promises. It deserves proven experience, institutional strength, and advice aligned with your best interests.
$500M+
Assets Under Management
We’ve grown to manage $500 million in six years through lasting client relationships, strong investment growth, client referrals, and trust in the guidance we provide.
Daily
Active Portfolio Management
Our team of portfolio managers monitor market sectors each and every day, using disciplined fundamental and technical analysis. With a focus on active oversight to keep portfolios aligned with ever changing market conditions.
100%
Fiduciary Commitment
Every recommendation we make is guided by your best interest. Transparent advice. Accountability you can see. A standard of care our clients trust.
Who We Serve
Wealth financial planning is most effective when it reflects the realities of your life, career, and financial position. We work with individuals, families, and professionals who want thoughtful guidance, a long-term partner, and a strategy built around the decisions that matter most.
Individuals & Families
We work best with individuals and families who have at least $1M in investable assets and want a trusted partner to help guide meaningful financial decisions over time.
From retirement planning to day-to-day wealth decisions, we help ensure each move supports your broader strategy and long-term goals.
Business Owners & Executives
Business owners and corporate executives face complex financial decisions, from equity compensation and concentrated positions to retirement planning and tax strategy.
We serve as your personal CFO for your financial life, helping you coordinate those moving pieces so each decision supports your long-term objectives.
Johns Hopkins Personnel
Johns Hopkins faculty, staff, and researchers often have access to strong benefits, but making the most of them takes specialized planning.
We help you evaluate your options, optimize retirement and benefit elections, and build a strategy that works in step with your institutional benefits and long-term plans.
Baltimore Gas & Electric Employees
BGE employees often have valuable pensions and benefit structures, and the right planning can help you make the most of them.
We help coordinate retirement benefits, pension decisions, and broader wealth strategies so your employer-sponsored plans support the life you want now and in the years ahead.
Meet The Team
Charles N. Marks
Founder and CEO
Recognized by Forbes as a Best-In-State Wealth Advisor for 2025/2026, Charles Marks founded Marks Wealth Management in 2020 on a principle he carried from his first role as an intern at Merrill Lynch at age 20: his clients' best interests come first. He leads the firm's strategy today with the same conviction, building long-term relationships with clients who become friends and family.
Catherine C. Jackson
Principal Financial Planner
Catherine leads the firm's financial planning work, building and guiding plans for clients across retirement, Social Security optimization, and long-term wealth strategy. She earned her CFP® designation in 2019 and has been with the firm since 2016, making her one of the longest-tenured members of the team.
Taylor A. Marks
Managing Director
Taylor oversees client relationships, compliance, and the firm's operational direction. Every piece of content and every client-facing detail passes through her review before it reaches the outside world. She sets the standard for how the firm presents itself and how clients experience the relationship.
Finnian P. Devine
Associate Portfolio Manager
Finnian is one of the youngest Chartered Market Technicians in the country. He works alongside Charles Marks conducting daily portfolio monitoring and market analysis, bringing technical analysis skills to the firm's active management approach.
Richard T. Gloekler
Associate Advisor
Richard guides prospective clients through the firm's planning process, ensuring every new relationship starts with personal attention from the very first conversation. He joined Marks Wealth Management as an intern before moving into a full-time advisory role.
Featured In
We’re honored to be recognized by Forbes for the work we do on behalf of our clients.
Our Process
The best financial decisions start with a clear understanding of your goals, your current financial position, and then understanding the path ahead.
Our process is built around bringing clarity, transparency, and ongoing guidance to every stage of your financial future.
Goal Orientation
We start by getting to know your goals, priorities, and ambitions so every recommendation begins with what matters most to you.
Financial Review
We assess your current financial picture, including existing accounts, investments, contributions, and opportunities for improvements, to understand exactly where you stand today and see where we can help.
Planning & Forecasting
We build a forward-looking plan around your retirement timeline, cash flow needs, and future income sources to map the financial path ahead.
Strategic Guidance
We present clear recommendations and give you full visibility into your plan so you can understand each decision and move forward with confidence.
Implementation
We put your plan into action with careful coordination and clear communication, so each step is carried out smoothly and transparently.
Active Monitoring & Review
We continue to review your holdings, contributions, and overall strategy over time, making thoughtful adjustments as your life and financial needs evolve.
Why Marks Wealth Management?
Independent Fiduciary Advisors
Because we are fiduciary advisors and independent, our advice is not influenced by commissions, product sales, or outside pressures. We operate by what is best for you.
Young, Sharp, and Built for the Future
Our team combines fresh perspective with serious expertise, giving clients a responsive long-term partner who will be here to and through retirement.
Daily Active Oversight
We monitor portfolios each and every day, not just during quarterly reviews, so we can respond to market movement with the focus and flexibility many firms simply cannot offer.
A Plan Behind Every Move
We pair detailed financial planning with disciplined market analysis so your strategy is grounded in both long-term direction and day-to-day insight.
What Our Clients Say
Have been with MWM since retiring in 2022 and it’s one of the best financial decisions I’ve ever made. They have solid investment strategies with expert analysis that adapts to the ever changing markets in order to grow your portfolio. This coupled with regular communications and support have made the financial side of retirement a piece of cake. So, check out MWM and make your life easy.
Cary Allen
The entire Marks Wealth Management team is great to work with. Since investing with them, my portfolio has steadily increased and reaffirms what a great decision it was to trust them with my portfolio.
Donnie Halloway
As an older retiree, I have depended on Charles and his team to help keep me as independent as possible. I am one of the few among my friends who doesn’t seem to have money worries. Special thanks to Catherine and Taylor for all your care.
Jan Dove
I’ve been with Charlie MWM for 11 years now and could not be more pleased. His staff is very attentive, knowledgeable and professional. In a word …outstanding!
Joe Karl