Markets · Jun 2026
Private Wealth & Family Office Advisory
Marlow Vance partners with founders, executives, and multi-generational families to plan, invest, and preserve wealth with clarity and discretion.
$2.4B
Assets Under Advisement
22 yrs
Average Advisor Tenure
140+
Families & Family Offices
98%
Client Retention
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
Client Voices
"They coordinated our exit, taxes, and estate plan in one conversation. Nothing fell through the cracks."
"The first advisor who explained fees in plain language — and had nothing to sell us."
"Three generations of our family trust one team. That says everything."
Insights
Markets · Jun 2026
Planning · May 2026
Business Owners · Apr 2026