Wealth Protection Through Experience.
Opportunity Through Independence.

We are committed to understanding your unique needs, creating personalized strategies, and nurturing long-term relationships built on trust.

With unwavering focus and passion, we are dedicated to helping you navigate the complexities of multigenerational wealth management and secure a prosperous future for your family.

THE POWER OF INDEPENDENCE

Our independent structure provides multi-generational families comprehensive capabilities and an exceptional experience across every aspect of your financial life.

Samuel A. Marrella Sr. Managing Director and Wealth Advisor

The Marrella Advantage

Advocates

We are passionate about sharing our knowledge and empowering our clients to make informed financial decisions.

Coaches

We guide and educate clients on every day financial needs and work with them to create a financial plan that reflects their unique goals.

Fiduciaries

As an SEC-registered investment advisory firm – we are fiduciaries who are legally bound to protect the best interests of clients.

Our Values

Character

Character

Relentless commitment to principles and reliability in every aspect of our work.

Dedication

Dedication

We are committed to understanding your unique needs, creating personalized strategies, and nurturing long-term relationships.

Excellence

Excellence

You deserve exceptional service, which you receive through our unwavering commitment to excellence, continuous refinement, and decades of experience.

Transparency

Transparency

We provide clear and transparent explanations of our investment strategies, fees, and performance, empowering our clients to make informed decisions.

Collaboration

Collaboration

We work closely with you and your professionals, leveraging our combined expertise to achieve better and more optimal outcomes.

Our Brand

Founded by Paul Marrella Sr. in 1967, the Marrella brand has always stood for integrity and trust. As our team and offerings have evolved and we have become an independent firm, we have updated our brand identity to connect with our evolved client experience.

Our symbol represents our multi-generational team and multi-generational relationships with clients. Our dark blue represents the strength of our client relationships, while our brighter blue connects with the energy our team brings to helping our clients succeed.

Our History

Paul Sr. was working as a school administrator and one of his neighbors recommended he get into the financial advising business.

Fall of 1967

Paul Sr. passes the FINRA Series 1 Exam and begins career helping school teachers plan for retirement.

April of 1968

Daneen joins her father part-time to help run the books and manage the office.

August of 1996

Paul Jr. returned from working on Wall Street to come back and work with Paul Sr. in Wyomissing, PA.

September of 1998

Paul Sr., Paul Jr., and Daneen decide to branch out on their own and create Marrella Financial Group, LLC.

Fall of 2001

Sam Sr. joined Paul Sr., Paul Jr., and Daneen at Marrella Financial Group after a 17-year career at E.F. Hutton and Morgan Stanley.

August of 2002

Daneen moves into an Advisory Role at Marrella Financial Group working with clients.

Fall of 2015

Sam Jr. joins the firm after working for Vanguard and Resource Securities for 6 years.

November 2020

Marrella Private Wealth is launched as a SEC Registered Investment Adviser.

October 2023
CONNECT WITH US

We Look Forward to Learning About Your Financial and Personal Goals.

Schedule an Introduction

1250 Broadcasting Rd, Ste 102
Wyomissing, PA 19610-3216

T 610.655.9700 F 610.655.9989

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