Marmo Financial Group, LLC

About Marmo Financial Group, LLC

<p>Independent RIA advice is central to Marmo Financial Group’s work in the Tri-Cities area of Northeast Tennessee. Headquartered in Johnson City, the firm was founded in 2007 and manages about $0.2B in assets (2026).</p> <p>Marmo Financial Group works with individuals, families, trusts, non-profits, and businesses on investment management and financial planning. For workplace plans, the firm provides retirement plan advisory support, including 3(21) fiduciary services and discretionary 3(38) investment management for 401(k) plans.</p> <p>Clients also use the firm for retirement planning, investment guidance, estate planning coordination, and insurance planning. The team’s approach centers on objective advice and clear, manageable recommendations tied to a client’s goals and risk tolerance.</p> <p>What sets Marmo Financial Group apart is its mix of planning work and hands-on fiduciary support for employer plans, including discretionary 3(38) management.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services for employer-sponsored retirement plans</li> <li>3(21) fiduciary investment advice</li> <li>3(38) discretionary investment management</li> <li>Financial planning for individuals, families, trusts, and organizations</li> <li>Insurance planning and estate planning coordination</li> </ul>

Website: https://www.marmofinancial.com/

Founded: 2007