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.
We are passionate about sharing our knowledge and empowering our clients to make informed financial decisions.
We guide and educate clients on every day financial needs and work with them to create a financial plan that reflects their unique goals.
As an SEC-registered investment advisory firm – we are fiduciaries who are legally bound to protect the best interests of clients.
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.
Paul Sr. was working as a school administrator and one of his neighbors recommended he get into the financial advising business.
Paul Sr. passes the FINRA Series 1 Exam and begins career helping school teachers plan for retirement.
Daneen joins her father part-time to help run the books and manage the office.
Paul Jr. returned from working on Wall Street to come back and work with Paul Sr. in Wyomissing, PA.
Paul Sr., Paul Jr., and Daneen decide to branch out on their own and create Marrella Financial Group, LLC.
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.
Daneen moves into an Advisory Role at Marrella Financial Group working with clients.
Sam Jr. joins the firm after working for Vanguard and Resource Securities for 6 years.
Marrella Private Wealth is launched as a SEC Registered Investment Adviser.