Marsteller Wealth

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Richmond
CRD Number
Website andpartners.com
Client types

Overview

Marsteller Wealth is a Nashville-based advisory practice delivering holistic, goals-driven planning and investment management. The team emphasizes discovery, disciplined portfolio design, and ongoing guidance across retirement planning, tax-efficient strategies, insurance, trusts and estates, and charitable giving. As part of &Partners, Marsteller combines boutique client service with a scalable, institutional-grade platform. The site highlights specialized focus on women entrepreneurs/executives and clients in transition, plus openness to alternative investments where suitable. The practice’s “advice done well” ethos centers on clarity, empathy, and long-term relationships to help clients navigate life’s complexity with confidence.

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

Marsteller Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company