Personal Financial Advisory Services

Marquis Wealth Management Group offers a wide array of personal financial advisory services.

At Marquis Wealth Management Group, we carefully listen to the client, assess their individual needs, develop an understanding of their goals, and then suggest a customized course of action for their consideration. As noted in the team member tab, Rick Krichbaum, Trevor Whitley and Brian O'Connell each are CERTIFIED FINANCIAL PLANNER professionals.

Our professional staff (see the team member bio section for the credentials for each individual) is committed to promoting a highly personal, positive and confidential environment and are dedicated to working with clients to obtain the best investment, financial planning, and, as needed, insurance products and services available.

Marquis is a Registered Investment Advisor and our investment advisory services are provided in a non-commission environment to business people, families and individuals in Fort Myers, Naples, Bonita Springs, Southwest Florida and throughout the USA.


Our areas of expertise and services include: