About Marks Wealth Management
A team built around relationships, expertise, and long-term guidance.
Marks Wealth Management: Personalized Financial Planning
At Marks Wealth Management, we believe a strong relationship is at the core of a personalized financial plan. We work with individuals and families who want thoughtful, experienced, and sincere guidance across their financial lives. We support our clients with ongoing investment oversight, retirement planning, and counsel on the long-term decisions that affect them and their families.
Why Marks Wealth Management?
Marks Wealth Management is built on the foundation of always doing right by our clients. We help our clients understand how financial decisions happen through real expertise, explanations, guidance, and a long-term commitment to the people we serve.
Fee-Only Fiduciary Advice
No commissions. No incentives. Just advice built to serve you.
Every recommendation is made with your financial future and success in mind. This is why we do not earn commissions on trades or receive compensation from the investments we recommend. We also do not earn commissions or get paid by the funds we recommend. When your net worth grows, we grow right alongside you.
Expert Planning & Active Management
A plan built with intention and managed daily.
Your strategy is built by our Certified Financial Planners (CFP) and assists with every major financial decision. Your portfolio is then actively managed using ongoing market analysis, including both Fundamental and Technical analysis from our Chartered Market Technicians® (CMT).
This allows us to continuously monitor market conditions and make dynamic risk adjustments through seasonal periods of strength and weakness, ensuring your portfolio remains aligned with your financial plan.
Our investment approach is led by Charles Marks, recognized by Forbes Magazine as a Top In-State Advisor, and Finnian Devine, one of the youngest CMT Chartered Market Technicians® in the country.
Client-First, Always
A relationship built on trust, sincerity, and long-term partnership.
We focus on building relationships and connections that go further than just transactions. When a call comes in, it is answered immediately. Our goal is to serve as your partner through your career, and to and through retirement.
We are positioned to support you and serve you as best we can through every stage of your life.
Our Philosophy
We believe that when you trust someone with your finances, you should understand how and why decisions are being made. This is why we approach financial planning as a long-term relationship, instead of a one-time service. This allows our clients to be comfortable, trust us, and know they can turn to us with questions or changes that may arise.
As a client of Marks Wealth, you will never be treated like an account number or shuffled between advisors. You will work directly with a team that knows you, your goals, financial plan, and asset allocation without question.
We stay actively involved in your plan and portfolio because we know that as your life evolves, your strategy needs to as well. We ensure that even when life changes, your plan adapts, keeping your goals aligned with your portfolio at every stage.
Meet The Team
Charles N. Marks
Founder and CEO
Recognized by Forbes as a Best-In-State Wealth Advisor for 2025/2026, Charles Marks founded Marks Wealth Management in 2020 on a principle he carried from his first role as an intern at Merrill Lynch at age 20: his clients' best interests come first. He leads the firm's strategy today with the same conviction, building long-term relationships with clients who become friends and family.
Catherine C. Jackson
Principal Financial Planner
Catherine leads the firm's financial planning work, building and guiding plans for clients across retirement, Social Security optimization, and long-term wealth strategy. She earned her CFP® designation in 2019 and has been with the firm since 2016, making her one of the longest-tenured members of the team.
Taylor A. Marks
Managing Director
Taylor oversees client relationships, compliance, and the firm's operational direction. Every piece of content and every client-facing detail passes through her review before it reaches the outside world. She sets the standard for how the firm presents itself and how clients experience the relationship.
Finnian P. Devine
Associate Portfolio Manager
Finnian is one of the youngest Chartered Market Technicians in the country. He works alongside Charles Marks conducting daily portfolio monitoring and market analysis, bringing technical analysis skills to the firm's active management approach.
Richard T. Gloekler
Associate Advisor
Richard guides prospective clients through the firm's planning process, ensuring every new relationship starts with personal attention from the very first conversation. He joined Marks Wealth Management as an intern before moving into a full-time advisory role.
Featured In
We’re honored to be recognized by Forbes for the work we do on behalf of our clients.
What We Stand For at Marks Wealth Management
Our clients’ best interests always come first.
We are a client-focused, independent, fiduciary wealth management firm, which means that every recommendation we make is driven by your goals and what is in your best interest.
Your Interests First
As fiduciaries, every decision we make is guided by what serves you and your family best.
Long-Term Partnership
We focus on building relationships designed to last. We aim to be involved in your life as it evolves and your financial needs change.
Thoughtful, Informed Decisions
We ensure that every recommendation reflects both your priorities and current market conditions by combining structured planning and active market insight.
Direct, Personal Access
You work directly with a team that knows your situation and is always available to answer questions or give advice.
Who We Serve
Wealth financial planning is most effective when it reflects the realities of your life, career, and financial position. We work with individuals, families, and professionals who want thoughtful guidance, a long-term partner, and a strategy built around the decisions that matter most.
Individuals & Families
We work best with individuals and families who have at least $1M in investable assets and want a trusted partner to help guide meaningful financial decisions over time.
From retirement planning to day-to-day wealth decisions, we help ensure each move supports your broader strategy and long-term goals.
Business Owners & Executives
Business owners and corporate executives face complex financial decisions, from equity compensation and concentrated positions to retirement planning and tax strategy.
We serve as your personal CFO for your financial life, helping you coordinate those moving pieces so each decision supports your long-term objectives.
Johns Hopkins Personnel
Johns Hopkins faculty, staff, and researchers often have access to strong benefits, but making the most of them takes specialized planning.
We help you evaluate your options, optimize retirement and benefit elections, and build a strategy that works in step with your institutional benefits and long-term plans.
Baltimore Gas & Electric Employees
BGE employees often have valuable pensions and benefit structures, and the right planning can help you make the most of them.
We help coordinate retirement benefits, pension decisions, and broader wealth strategies so your employer-sponsored plans support the life you want now and in the years ahead.
How We Help You Plan and Manage Your Wealth
We help plan and manage your wealth by acting as your personal CFO, managing long-term financial planning, day-to-day choices, and everything in between.
By tying together your investments, retirement plan, tax strategy, and risk considerations, we are able to provide a unified approach. We create your financial plan and investment portfolio around your goals, timeline, and financial situation.
Our Financial Planning Services
As an independent, fee-only financial advisory firm, we constantly put your best interests at the forefront of every decision. We build lasting relationships that help clients grow and protect what they have worked so hard to build.
Comprehensive Retirement Planning
Map a financial future that supports the lifestyle you want, the people you cherish, and the goals you are working toward.
Investment Management
Build a portfolio aligned with your goals, financial plan, and risk tolerance through thoughtful investment selection and ongoing management.
Risk Management
Evaluate your finances, retirement timeline, and risk tolerance to guide decisions that fit your goals, lifestyle, and future.
Tax Efficiency Strategies
Navigate federal, state, and local tax laws with a tax-aware approach that helps you retain more of what you have earned.
Legacy & Estate Planning
Align your will, trust, and family legacy plans with your intentions so your assets support the people and priorities that matter most.
Our Process
The best way to making financial decisions is by understanding your goals, your current position, and the path ahead.
Our process is fueled by clarity, transparency, and understanding to help guide you through every stage of your financial life.
Goal Orientation
It is imperative for us to get to know you, so that we can know your goals and priorities. This way, we are able to give you recommendations based on what matters most to you.
Financial Review
We assess your current financial picture, including existing accounts, investments, contributions, and opportunities for improvement, to understand exactly where you stand today.
Planning & Forecasting
We build a forward-looking plan around your retirement timeline, cash flow needs, and future income sources to map the financial path ahead.
Strategic Guidance
We present clear recommendations and give you full visibility into your plan so you can understand each decision and move forward with confidence.
Implementation
We put your plan into action with careful coordination and clear communication, so each step is carried out smoothly and transparently.
Active Monitoring & Review
We continue to review your holdings, contributions, and overall strategy over time, making thoughtful adjustments as your life and financial needs evolve.
What Our Clients Say
Have been with MWM since retiring in 2022 and it’s one of the best financial decisions I’ve ever made. They have solid investment strategies with expert analysis that adapts to the ever changing markets in order to grow your portfolio. This coupled with regular communications and support have made the financial side of retirement a piece of cake. So, check out MWM and make your life easy.
Cary Allen
The entire Marks Wealth Management team is great to work with. Since investing with them, my portfolio has steadily increased and reaffirms what a great decision it was to trust them with my portfolio.
Donnie Halloway
As an older retiree, I have depended on Charles and his team to help keep me as independent as possible. I am one of the few among my friends who doesn’t seem to have money worries. Special thanks to Catherine and Taylor for all your care.
Jan Dove
I’ve been with Charlie MWM for 11 years now and could not be more pleased. His staff is very attentive, knowledgeable and professional. In a word …outstanding!
Joe Karl
Visit Our Maryland Office
We are based in Maryland and work with clients both locally and across the country. For those nearby, we welcome the opportunity to meet in person.
For clients outside of Maryland, we regularly engage via secure video, phone, and employ robust planning and reporting technology so you receive the same high‑touch, personalized service regardless of location.
