Our Approach
Founded in 2004, Marlow Vance operates as a fee-only fiduciary — every recommendation is made in the sole interest of the families we serve. We hold no proprietary funds and accept no commissions.
Our team blends institutional-grade portfolio construction with the personal attention of a boutique practice, coordinating investment, tax, estate, and philanthropic strategy under one roof.
Fee-only
No commissions, ever
Fiduciary
Bound to your best interest
Leadership
Founding Partner, CFA
Founding Partner, CFP
Head of Investments
Director, Estate Strategy