Financial Advice for Psychologists & Mental Health Professionals
We offer financial planning that helps psychologists and mental health professionals like you find peace of mind. We make managing your wealth approachable, personalized, and even enjoyable—because when you succeed, so do those you serve.
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We Understand What You're up Against
You work hard to support others, and now it’s your turn to get the support you deserve.
We specialize in helping psychologists and mental health professionals optimize their personal financial planning—and their private practice—so you can achieve greater clarity, balance, and peace of mind.
Our Clients are Mental Health Professionals Who Are:
Considering transitioning into private practice (or already in the process of transitioning).
Currently in private practice, whether newer or more established.
Employed as a W-2 or 1099 (Independent Contractor) that works under someone else’ practice.
Psychologists and Mental Health Professionals Struggle With...
We get it—managing your finances as a psychologist or mental health professional can be tricky. From balancing personal and business finances to planning for the future, it’s a lot to juggle. Let us handle your numbers so you can focus on what you do best—helping others thrive.
Living for Today, Planning for Tomorrow
Achieving financial independence can feel difficult—and you're too busy to monitor it all. We’ll help create a plan for long-term freedom.
Balancing Business & Personal Wealth
Managing both can be overwhelming. We’ll help you organize your finances with simple, clear strategies so you can focus on you.
Navigating a Private Practice
Starting or growing a private practice can be tough. We provide tailored advice to help you make smart financial decisions along the way.
Holistic Financial Planning
We’re not just your average Joe—we're financial advisors that specialize in serving psychologists and mental health professionals, so we deeply understand your unique challenges and concerns.
A Comprehensive Approach
We look at your entire financial picture, just like you consider all aspects of a client’s life. We make sure your personal and private practice finances work together for your long-term well-being.
Supporting You On Every Decision
With so much conflicting financial advice, we simplify things by managing the coordination for you. We’ve built a network of trusted CPAs, attorneys, lenders, and more, and act as your quarterback throughout the process.
A Judgement Free Space
Finances can be stressful, so we offer a relaxed, no-pressure environment. Enjoy casual conversations, ask questions, share concerns, and find clarity with our stress-free support, every step of the way.
Real Stories, Real Results
Check out how we’ve helped psychologists, mental health professionals, and others—like you—tackle financial challenges and thrive in their careers.
Chris fueled my confidence by providing information and tangible/digestible next steps that gave me the faith in taking calculated leaps in my career and business... I started with 10K in my savings account and, six years later, am a private practice owner who has more than 20x the wealth and with the confidence to expand at a steady pace with his expert guidance.
I’ve been working with Chris for 3-4 years now and wholeheartedly recommend his services. He is not only very knowledgeable and skilled in his business, but also a very kind, warm, and compassionate individual. He is patient, understanding, and answers all questions until I actually understand the concepts behind them. I sincerely trust him and his services.
I had tried investing with some of the larger firms, only to feel abandoned.... In the 6 years that I have worked with Christopher Marrone... He has provided excellent advice on investments, paying down debt... and has helped me navigate through huge life changes... I know that I am in a great place with Marrone Wealth Management, and highly recommend Christopher Marrone.
Working with Marrone Wealth Management has been wonderful. Christopher knows what he is doing and is a very patient and engaging individual... He also will take me through my investments and explain most of the confusing stuff.... I am incredibly grateful to be working with Chris, and am looking forward to our continued partnership in the future.
Our Financial Planning Process
We understand the unique needs of psychologists and mental health professionals.
From getting to know you to building a custom financial plan, we guide you step by step—ensuring your finances align with your personal goals and career.
Let’s Chat!
We’ll kick things off with a casual 30-min conversation—get to know each other, talk about your goals, and see if we’re a good match. Think of it as a two friends talking, not a sales pitch.
Get Organized
We’ll help you gather all your financial info so we can get a complete picture of where you stand. We make sure all your financial details are in place so we can build a plan that fits.
Your Financial Roadmap
Here’s where we build your easy-to-follow, personalized plan. We’ll create a simple, clear roadmap that directly aligns with your goals, giving you the clarity you need to take action.
Ongoing Planning
Financial planning is ongoing, and we’ll collaborate with you, meeting as often as needed to guide you and hold your hand through the process, implementing our advice to reach your goals.
Financial Check-In's
Think of this last step as a financial check-up. We’ll review and adjust your plan to keep you on track, with extra sessions during key times like tax season to stay ahead.
Christopher Marrone, CFP®
Financial Planner & Founder of Marrone Wealth Management
Chris Marrone, CFP®, is passionate about helping psychologists and mental health professionals achieve financial peace and growth. With a background working closely with these professionals, he understands the unique challenges they face. Chris offers practical financial strategies that fit the personal and professional needs of those in the mental health field, helping them thrive.
