Marrone Wealth Management provides personalized financial planning and practice advice for therapists, psychologists, psychiatrists, and other mental health clinicians across the United States. The firm works with clinicians at different career stages, from W-2 employees and 1099 contractors to those launching, running, or expanding solo and group practices. Its approach brings personal finances and business strategy together, helping clients build clarity and make informed decisions without losing sight of their professional and personal goals.

Services include comprehensive financial planning, support with organizing finances, investment guidance, debt and future planning, and advice for starting and managing a practice. Marrone Wealth Management describes its planning process as collaborative and ongoing: it begins with a conversation about a client’s goals, develops a clear, prioritized financial roadmap, and provides continued guidance as circumstances change. The firm emphasizes accessible explanations, regular communication, and a judgment-free environment tailored to clinicians’ needs. It also offers free assessments and educational resources, including a guide to starting a PLLC, to help mental health professionals take practical steps toward financial confidence and a more sustainable practice.