MarsJewett Financial Group

EST. AUM
$901,424,022

CONTACTS
10

CLIENT ACCOUNTS
2,115

Firm Details

Metro area Seattle
CRD Number 297388
Website marsjewett.com
Client types

Overview

MarsJewett Financial Group is an independent financial advisory firm based in Bellevue, Washington, specializing in personalized wealth management and financial planning services. The firm provides a comprehensive range of offerings, including investment management, retirement planning, tax strategies, estate planning, charitable giving, education planning, business planning, and risk management. Their approach emphasizes tailoring solutions to align with each client's unique values and financial goals. MarsJewett is committed to the fiduciary standard, ensuring that client interests are prioritized through transparent advice and fee structures. Recognized as one of the best financial advisory firms by USA Today, MarsJewett is distinguished by its client-centric focus, commitment to excellence, and ethical standards. They actively engage with clients through regular portfolio reviews and ongoing support to meet evolving financial needs, striving to deliver both high-quality service and peace of mind.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

MarsJewett Financial Group

Platform Details

Investment Preferences

Alternative Activity

Address

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