Marcus Healey

Marcus is a visionary leader in financial services, driving business growth, operational excellence, and advisor development. As Managing Partner, he builds high-performing teams, optimizes firm strategy, and fosters a culture of accountability and collaboration. His expertise in business development, risk management, and financial planning positions him as a key industry influencer.

Bringing this same strategic mindset to his work as a financial advisor, Marcus specializes in retirement planning, guiding clients through accumulation and distribution phases to ensure long-term financial security. Known for his integrity, transparency, and ability to simplify complex financial concepts, he empowers clients to make informed decisions with confidence. As a lifelong-learner, Marcus is deeply committed to mentorship and industry advancement. His extensive knowledge and leadership shape the firm’s vision, strengthens advisor development, and drives meaningful impact for both clients and financial professionals.