Marietta Wealth Management, LLC

Pierre Soree is a CFP® professional with five years of industry experience. He currently works at Marietta Wealth Management, LLC, where he has been since 2021. Prior to this, he was with Redwood Wealth Management, LLC from 2018 to 2021 and has experience at the University of Georgia - Terry School of Business. Marietta Wealth Management provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, pension/profit-sharing plans, and business entities. The SEC-registered, fee-only firm manages approximately $974 million in client assets and serves about 405 client households through a team of nine advisors.

Lisa Garris is a CFP® professional with four years of industry experience, currently serving as an advisor at Marietta Wealth Management, LLC. She previously worked at Redwood Wealth Management, LLC, and has a background that includes early childhood education. In addition to her advisory role, she dedicates part of her time to supporting accounting services at a full-service CPA firm. Marietta Wealth Management provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, and business entities. The firm operates on a fee-only basis, managing nearly $1 billion in client assets through a team of nine advisors.

Charles Holloway is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Marietta Wealth Management, LLC since 2015. Marietta Wealth Management provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, pension/profit-sharing plans, and business entities. The firm operates on a fee-only basis, manages approximately $974 million in client assets, and delivers services through a team of nine advisors.

Scott Keller is a CFA® charterholder with 22 years of industry experience. He has been with Marietta Wealth Management, LLC since 2015. The firm provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, and business entities. Marietta Wealth Management operates as a fee-only SEC-registered advisor, managing approximately $974 million in client assets through a team of nine advisors serving about 405 client households.

John Massey is a financial advisor at Marietta Wealth Management, LLC in Marietta, GA, with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Marietta Wealth Management since 2019, following a 21-year tenure at Qualified Plans, LLC. Marietta Wealth Management provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, and business entities. The firm operates on a fee-only basis, manages approximately $974 million in client assets, and employs a team of nine advisors serving around 405 client households.

Benjamin Crowe is a CFP® and CFA® with 21 years of industry experience. He is a managing member of Ben H. Crowe, C.P.A., LLC, a full-service CPA firm separate from his advisory role, and has worked at Marietta Wealth Management, LLC since 2015. Crowe also spent six years with Bowen-Crowe Group, LLC prior to his current firm. Marietta Wealth Management provides wealth management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and business entities. The SEC-registered, fee-only firm manages approximately $974 million in client assets and serves about 405 client households through a team of nine advisors.

Stephen Michael is a financial advisor at Marietta Wealth Management, LLC in Marietta, GA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Marietta Wealth Management since 2016. Marietta Wealth Management provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, and business entities. The firm operates on a fee-only basis, managing approximately $974 million in client assets through a team of nine advisors.

Wesley Hackney is a CFP® with 12 years of industry experience, currently serving at Marietta Wealth Management, LLC since 2015. He holds a Series 63 license and works within a team of nine advisors based in Marietta, GA. Marietta Wealth Management provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, pension/profit-sharing plans, and business entities. The firm operates on a fee-only basis, manages approximately $974 million in client assets, and uses a team-based approach supported by an Investment Committee to guide portfolio management.

Cara Marinovich is a CFP® professional with eight years of industry experience. She has worked at Marietta Wealth Management since 2018 and previously was with Oakbridge Partners, Ltd from 2012 to 2018. Marietta Wealth Management is an SEC-registered, fee-only firm serving individuals, families, trusts, estates, and business entities. The firm manages approximately $974 million in client assets and provides wealth management, financial planning, retirement-plan consulting, and fiduciary services through a team of nine advisors.