Not every company is good at everything. You wouldn’t by a bus from Lockheed Martin, right?

Based on this belief, we work with LPL Financial because they allow us the flexibility and open architecture to choose the right investments for you regardless of what company offers them. LPL does not have any proprietary products; therefore, we are not obligated to use a product that may not be right for you in your portfolio simply to meet our company’s expectations.

We believe LPL is the right firm for us to partner with because they share our goals of integrity, transparency, and earned trust.

Our Services

Retirement Plans

401k and 403b Investing Strategies

Estate Plans

Wealth Management

Advisory Accounts

Brokerage Accounts

Guided Wealth Portfolios

Our Professional Network

Fidelity Investments


Ark Invest



Credit Suisse

First Trust



iShares by BlackRock

Charles Schwab


Morgan Stanley

And many more

The entities listed above are not affiliated with Marvel Wealth Management and LPL Financial.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  321-914-4714