why marrick wealth?

broad expertise

Our CPA financial planners possess over 30 years of combined industry experience and hold two of the financial service industry’s most distinguished credentials: the CPA and the CFP®.

As a result, clients may potentially benefit from comprehensive advice across numerous areas of personal finance, with an emphasis on minimizing taxes.

client experience

Relative to competitors, we strategically have fewer client relationships per CPA financial planner, allowing us to offer proactive advice through high-touch service.

We guide clients through education and the use of cutting edge technologies to help them fully understand the implications of their financial decisions

relationship continuity

The age of our founding partners offers clients the promise of an experienced CPA financial planner who will be by their side for over three decades, helping them meet their goals along the way.

And when those goals cross over generations, we are well-positioned to communicate and coordinate among family members of all ages.

independent business model

As fiduciaries, we act in our clients’ best interests at all times, and back that up with an independent business model and fee structure that minimizes conflicts of interest.

As fee-only financial advisors, our focus on financial planning and investment management means we do not dabble in multiple business lines, and we coordinate well with other professionals to effectively serve clients.

marrick wealth is a Registered Investment Advisor (RIA) in Irvine, CA providing financial planning and investment management services to wealthy families throughout California. The company was founded in 2012 by Marty McNamara and Patrick Chu, two CPA financial planners with a shared vision and unique credentials– the CPA and CFP^®.