Christopher Marrone, CFP®, EA
Hi, I'm Chris — CFP®, EA, and a specialist financial advisor for two very different niches.
I founded Marrone Wealth Management for mental health clinicians — personal financial planning and practice advice under one roof.
I co-founded Equity Comp Advisors for professionals with equity compensation — RSUs, stock options, and liquidity events like IPOs.
NYC-based, working with clients across the country. Fiduciary. The work I love most: two friends catching up, not a sales pitch.
More on each below ↓
Financial Planning & Practice Advice for Mental Health Clinicians
Marrone Wealth Management LLC is built exclusively 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.
Planning for Professionals with Equity Compensation
As Co‑Managing Director and Co‑Founder of Equity Compensation Advisors (ECA), we help employees, executives, and founders at private, pre‑IPO, IPO‑stage, and public companies make smarter decisions around equity compensation and turn it into a coordinated wealth strategy. We support clients who have (or expect to have) restricted stock (RSUs, RSAs), stock options (ISOs, NSOs), and ESPPs, as well as those navigating liquidity events such as IPOs, tender offers, and acquisitions.
Let's See if We're The Right Fit
We don't only work with mental health clinicians and equity compensation recipients - we'd still love to hear from you and see if we’re a good fit! We’re all about working with great people, offering thoughtful financial guidance, and building relationships that truly benefit you.
Get in Touch
Contact Chris directly using any of the following options to get in touch. Whether you have questions, need assistance, or just want to discuss how we can help, Chris is here to support you!
Affiliations & Credentials...
