Guiding your financial wealth,
Shaping your future

Guiding your financial wealth,
Shaping your future

Who We Are

We think differently about wealth management

Maridea is an independent advisory firm dedicated to providing clients with objective, thoughtful investment and financial guidance.

We strive to deliver exceptional wealth services for exceptional families and institutions. Our goal is to provide compound returns from 
differentiated capital management, cultivated on a foundation of individualized customer service.

Financial Planning

Financial Planning

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Maridea’s clients benefit from expertly crafted financial planning services designed to align their goals, tax strategy, assets, estate planning and strategies for a secure and prosperous future.

Investment Management

Investment Management

Maridea offers industry-leding portfolio management services, leveraging diversified strategies to maximize returns while minimizing risk for clients’ investment portfolios.

Insurance & Risk Management

Insurance & Risk Management

Maridea offers comprehensive insurance services to safeguard and enhance clients’ financial portfolios through tailored coverage plans and risk management strategies.

Retirement & Multi-Generational Planning

Retirement & Multi-Generational Planning

Maridea provides comprehensive retirement and multi-generational planning services, ensuring clients’ financial security and legacy preservation across generations.

Offering Services

Maridea Wealth Management & our partners have the expertise to address all your financial needs.

We Seek Excellence

We invest in financial advisors to make their vision a reality

At Maridea Wealth Management, our pursuit of excellence extends beyond financial expertise; it is the cornerstone of our recruiting philosophy as we seek individuals who share our unwavering commitment to exceptional client care and financial stewardship.

We Seek Excellence

We invest in financial advisors to make their vision a reality

Maridea Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

Let us help you plan your financial future.