Marianne Mattran

Marianne Mattran Email and Phone Number

President & Co-Founder|CFP ®|Investment Advisor|Wealth Advisor|Estate Planner @ Foundry Wealth Advisors, LLC
baltimore, maryland, united states
Marianne Mattran's Location
Baltimore, Maryland, United States, United States
Marianne Mattran's Contact Details

Marianne Mattran work email

Marianne Mattran personal email

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About Marianne Mattran

I co-founded Foundry Wealth Advisors because of a deep desire to work with my clients differently.For me, it’s not about selling products, attending sales meetings or answering to shareholders. It’s about taking the time to understand my clients, their families and their goals. In short, I’m a Certified Financial Planner who believes in looking beyond the numbers and having real conversations. I co-created my firm with the mission of giving every client full and focused attention for one reason: It leads to smarter financial decisions. We make it personal because personal is effective. About Foundry Wealth AdvisorsWe offer objective, expert advice. Not products. Our solutions are customized and dynamic, and we’ve found that staying in close touch gives us the agility to make needed adjustments and generally serve our clients better. We help our clients navigate the complexities of wealth and cover the full range of wealth advisory services, including:• Investment management• Estate planning• Lifestyle transition planning• Developing philanthropic strategiesThough small by design, we have strategic alliances with a range of industry experts for sophisticated, cutting-edge client solutions – and we deliver innovative solutions in an intimate way. Most importantly, we never stop asking “what if,” and we never settle for good enough. Skeptical? Ask our clients. We are proud to provide references. You can reach me at: marianne.mattran@foundrywealth.com_______________________________________________________________________________DisclosuresFoundry Wealth Advisors is a Registered Investment Advisory firm.

Marianne Mattran's Current Company Details
Foundry Wealth Advisors, LLC

Foundry Wealth Advisors, Llc

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President & Co-Founder|CFP ®|Investment Advisor|Wealth Advisor|Estate Planner
baltimore, maryland, united states
Employees:
3
Marianne Mattran Work Experience Details
  • Foundry Wealth Advisors, Llc
    President & Co-Founder
    Foundry Wealth Advisors, Llc Jun 2011 - Present
    Baltimore, Maryland Area
    Foundry Wealth Advisors redefines wealth management by combining the highly personal service of a boutique advisory with the resources of a large financial firm.We’re committed to giving every client our full and focused attention because we believe it’s the key to helping our clients make smarter financial decisions. Therefore, our approach is grounded in investing the time it takes to really know our clients, their business and their needs. Our ideal clients:• Want to be more than a number to their advisor• Are seeking something more from the client-advisor relationship (even if they’re not quite sure what’s been missing)• Demand expert, objective, straightforward advice when they need it, not days later• Desire an advisor who treats them like familyFoundry Wealth Advisors is equally committed to our community. We donate a significant percentage of our profits to organizations that improve lives and our team provides hundreds of volunteer hours every year. We are also active board members of several local non-profit organizations. Our Wealth Management Expertise:• Investment Advisory• Financial Planning• Social Security Income Distribution Strategies• Estate Planning• Multi-generational wealth planning• Philanthropic Planning• Risk Management

Marianne Mattran Skills

Investment Management Wealth Management Investment Advisory Portfolio Management Financial Advisory Asset Allocation Strategic Financial Planning Financial Analysis Wealth Management Services Finance Credit Risk Management Banking Treasury Management Asset Allocation Strategies Financial Planning Business Owner Exit Planning Investments Financial Services

Marianne Mattran Education Details

Frequently Asked Questions about Marianne Mattran

What company does Marianne Mattran work for?

Marianne Mattran works for Foundry Wealth Advisors, Llc

What is Marianne Mattran's role at the current company?

Marianne Mattran's current role is President & Co-Founder|CFP ®|Investment Advisor|Wealth Advisor|Estate Planner.

What is Marianne Mattran's email address?

Marianne Mattran's email address is ma****@****lth.com

What schools did Marianne Mattran attend?

Marianne Mattran attended The George Washington University, Cornell University.

What are some of Marianne Mattran's interests?

Marianne Mattran has interest in Poverty Alleviation, Social Services, Children, Education.

What skills is Marianne Mattran known for?

Marianne Mattran has skills like Investment Management, Wealth Management, Investment Advisory, Portfolio Management, Financial Advisory, Asset Allocation, Strategic Financial Planning, Financial Analysis, Wealth Management Services, Finance, Credit, Risk Management.

Who are Marianne Mattran's colleagues?

Marianne Mattran's colleagues are Lillie Hughes, Kyle Fishler.

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