Marty McNamara
Marty McNamara
  • https://www.linkedin.com/in/martymcnamara/
  • https://twitter.com/marrickwealth
  • https://www.marrickwealth.com/financial-planner-news-resources/

Marty McNamara

CPA/PFS, CFP®


marrick wealth

Financial Advisor


Irvine, CA
Anywhere / Virtual Meetings

Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country

I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

Marty McNamara is a Irvine, CA fee-only financial planner. marrick wealth provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Marty McNamara is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Get to Know Marty McNamara

Marty McNamara is a fee-only financial advisor and cofounder of marrick wealth, located in Irvine, CA.  He is responsible for establishing and managing client relationships. Marty has served as an advisor to wealthy families since 2003, working for two boutique wealth management firms, and two international companies, Deloitte and Northern Trust.

Originally from Cleveland, Ohio, Marty moved to Orange County in 2007. He enjoys spending time with his wife, Michelle, and their three kids, as well as traveling, surfing, and running.


Education
• Bachelor of Science, Accounting & Finance, University of Dayton

Credentials
• Certified Public Accountant (CPA)
• Personal Financial Specialist (PFS)
• CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)

Memberships
• American Institute of CPAs (AICPA)
• California Society of CPAs (CalCPA)
• National Association of Personal Financial Advisors (NAPFA)
• Orange County Estate Planning Council (OCEPC)

Favorites
• Sports Teams: Cleveland Browns, Indians and Cavs, Dayton Flyers
• TV: College Football
• Books: The Edge, How to Win Friends and Influence People
• Foods: Pizza, Smoothies, Mint Chip Ice Cream

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I Can Help You With:

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients:

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Marty McNamara's Designations and Affiliations

Office Locations

  • 2211 Michelson Dr, Suite 545 - Irvine, CA 92612

FeeOnlyNetwork Disclosure

Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.

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