MARRICK WEALTH

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®... 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.

Primary location: Irvine United States