We Provide Retirement Planning and Investment Management for Surgeons

If you want to retire early, use Marcos. I am a physician and have been investing with Marcos starting in training. Marcos has been great for educating us on WHY we need to do certain strategies, and conversely, WHY NOT to do others. He always keeps our top financial goals as the guiding principles of how we invest (which for us is retiring early). He is always available and responsive. I feel very fortunate to have met and trusted him from the beginning as we are in a very good financial situation. Thank you Marcos!

This statement is a testimonial by a client of the financial professional as of 02/02/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

We have worked with Marcos for a few years now. Marcos is always responsive and offers excellent financial advice. He has a broad base of knowledge and familiarity with the medical profession. He always takes the time to elicit and answer our questions thoroughly. We appreciate his help with investments, retirement planning, and protection. He listens carefully to our priorities, and we feel confident he has our best interests in mind!

This statement is a testimonial by a client of the financial professional as of 12/09/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

This statement is a testimonial by a client of the financial professional as of 11/26/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Marcos is responsive, knowledgeable, sensitive, professional, and gives advice that considers both relative risk and reward. I highly recommend Marcos. 

This statement is a testimonial by a client of the financial professional as of 11/27/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

I started working with Marcos when I was in residency and newly married and he was so helpful. He has spent countless sessions providing concrete, easily understood education on how to set ourselves up for success financially. He helped with setting up disability and life insurance policies, managing our retirement funds, purchasing our home, setting up 529 college funds for our children, and maximizing our savings. Marcos is extremely accessible and responsive – whatever small or large question comes up, he is quick to respond and set up a call if needed. He is patient, customizes his education and advice to our current circumstances, and I always feel like he has our best interests at heart. I’m so grateful we found him!

^{This statement is a testimonial by a client of the financial professional as of 01/10/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.}