About us

Our Story

M&M Wealth Management has about 32 years of investment management, insurance and financial planning experience between its partners. Eric Marvin has a BS in Finance, CFP® and CRPC®. Guiseppi Morabito has BS in Corporate Finance, Financial Services, CFP® and CRPS®. Both Guiseppi & Eric have trained, worked at and have extensive experience at traditional broker dealers and insurance companies such as Merrill Lynch, FSC Securities, JP Turner and MetLife. They discovered the limitations and conflict of interest that exist in most traditional advisory practices so together they decided to form an independent RIA firm with the freedom to offer their clients a wide universe of products & services that are in the best interest of their clients not any particular firm, hence M&M Wealth Management was born.

Would you like to worry less about the future?

Our Professionals

Eric M. Marvin

CFP®, CRPC®

Guiseppi J. Morabito

CRPS®, CFP®