Advisors at this firm
Emily F
Series 63, Series 65
Montgomery, AL
Marble Wealth, LLC
Emily Farrior is a financial advisor at Marble Wealth, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Stifel/Merchant Capital. She is currently dually registered as an Investment Advisor Representative with Marble Wealth and as a Registered Representative with Sanctuary Securities. Marble Wealth provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using exchange-traded funds and individual equities, and it offers discretionary and non-discretionary portfolio management as well as digital asset custody and trading.
Adam R
CFA®
Montgomery, AL
Marble Wealth, LLC
Adam Rogers is a CFA® charterholder with three years of industry experience. He is currently a partner and Chief Investment Officer at Marble Wealth, LLC, where he has worked since 2025. Prior to that, he spent three years at Sanctuary Advisors, LLC and 17 years at Retirement Systems of Alabama. Outside of his advisory role, Rogers is involved in real estate through ownership and management of Rogers & Stabler Properties, LLC. Marble Wealth provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using exchange-traded funds and individual equities, and it offers discretionary and non-discretionary portfolio management along with digital asset custody and trading.
Matthew M
CFP®, Series 66
Montgomery, AL
Marble Wealth, LLC
Matthew Murphy is a CFP® with 17 years of industry experience, currently serving as CEO and advisor at Marble Wealth LLC. His prior experience includes 14 years at UBS Financial Services and roles at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. He is also a licensed insurance professional. Marble Wealth LLC provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using exchange-traded funds and individual equities, and offers discretionary and non-discretionary portfolio management alongside project-based financial planning.
Dustin H
Series 66
Montgomery, AL
Marble Wealth, LLC
Dustin Hatfield is a financial advisor at Marble Wealth, LLC with six years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services and Sanctuary Advisors, LLC. Hatfield is dually registered as an Investment Advisor Representative with Marble Wealth and as a Registered Representative with Sanctuary Securities, Inc. Marble Wealth provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach, utilizing exchange-traded funds, individual equities, and occasionally independent managers, and offers digital asset custody and trading for clients interested in cryptocurrency exposure.
Rebecca B
CFP®, Series 66
Montgomery, AL
Marble Wealth, LLC
Rebecca Baker is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently COO and a financial advisor at Marble Wealth, LLC, and previously worked at UBS Financial Services and Morgan Stanley Private Bank. Outside of her advisory role, she is a partner in Marble Family Office, LLC, which provides CPA services including tax returns and bill payment. Marble Wealth, LLC offers wealth management, investment management, and financial planning to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using ETFs, individual equities, and selective independent managers, and provides discretionary and non-discretionary portfolio management alongside project-based financial planning.