Financial Planning & Practice Advice for Mental Health Clinicians
We partner with therapists, psychologists, psychiatrists, and all mental health clinicians on both your personal finances and your practice — whether you're a W-2 employee, a 1099 contractor, or launching, growing, or scaling your own private or group practice. We make managing your wealth approachable, personalized, and even enjoyable — because when you succeed, so do those you serve.
Affiliations & Credentials...
We Understand What You're Up Against
You work hard to support others — now it’s your turn to get the support you deserve.
We specialize in helping mental health clinicians navigate both sides of their financial life — personal planning and practice strategy — so you can achieve greater clarity, balance, and peace of mind.
We work with every type of mental health clinician across the U.S. — therapists, psychologists, psychiatrists, LCSWs, LMFTs, LPCs, LMHCs, PhDs, PsyDs, MDs, and more.
Our Clients are Mental Health Clinicians Who Are:
Working as a W-2 Employee or 1099 Contractor at a hospital, clinic, school, group practice or platform.
Considering or actively launching their own private practice.
Currently running a solo private practice, newer or established.
Starting or leading a group practice with mulitiple clinicians.
Mental Health Clinicians Struggle With...
We get it — managing your finances as a mental health clinician can feel like a whole second job. From balancing personal and practice finances, to planning for the future, to figuring out the business side nobody taught you in grad school — it's a lot. Let us handle it so you can focus on what you do best: helping others thrive.
Living for Today, Planning for Tomorrow
Between client hours, documentation, and managing your caseload, who has time to think about the long-term? We'll partner with you to make sure you're hitting your goals — without putting life on hold.
Balancing Business & Personal Wealth
Managing personal and practice finances can be overwhelming. We'll organize both with simple, clear systems — so you can focus on your clients instead of your spreadsheets.
Navigating a Private or Group Practice
Starting and running a practice means wearing hats you never trained for. We hand you the financial playbook — so you can lead confidently and keep showing up for your clients.
Grab Your Free Guide
Grab your Free Guide to discover the exact steps for starting your PLLC the right way — no confusion, no costly mistakes.
Built Exclusively for Clinicians
We don't work with everyone — and that's the point. We specialize in mental health clinicians, which means we understand your work, your business, and your world in ways generalist advisors can't.
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 practice finances work together for your long-term well-being.
Always in Your Corner
Most advisors meet with you once a year and disappear. We don't work that way. Whether you're mulling a big decision, stuck on a small one, or just need someone to think out loud with — we're a message, call, or meeting away. As often as you need.
A Judgment-Free Space
You help others work through their toughest stuff. Let us return the favor. No shame, no judgment, no condescension — just honest conversations about money, on your timeline, at your pace.
Real Stories, Real Results
See how we've helped mental health clinicians tackle financial challenges, grow their practices, and thrive — personally and professionally.
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 40x 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 mental health clinicians.
From getting to know you to building your custom plan — and partnering with you every step after — we walk through the process at your pace, never ours.
Let’s Chat!
We'll kick things off with a casual 45-min conversation — get to know each other, talk about your goals, and see if we're the right fit. Think of it as two friends catching up, 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 plan — clear, prioritized, and designed for your actual life. Not a 60-page binder you'll never open, but a roadmap you can follow confidently.
Ongoing Planning
Financial planning isn't a one-time thing — it's ongoing. We'll meet as often as you need, answer questions between meetings, and be there for every decision big or small. No once-a-year check-ins here.
Financial Check-Ins
Life changes. So does your plan. We'll review and adjust regularly to keep you on track, with extra check-ins during key moments — tax season, practice milestones, or whenever life throws something new at you.
Christopher Marrone, CFP®
Financial Planner & Founder of Marrone Wealth Management
Chris Marrone, CFP®, is passionate about helping mental health clinicians achieve financial peace and clarity. Having spent years working closely with therapists, psychologists, and psychiatrists, he understands the unique pressures that come with caring for others for a living — and the financial blind spots that often get pushed aside.
