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Michael L. Marvin CFP®
Michael has been helping individuals and small businesses realize their financial objectives for more than a decade. His path to financial services has given him uncommon insights into the economic and political drivers that dictate market shifts, as well as a personal knowledge in business planning.
Michael began his working life on Capitol Hill, working for several members of Congress. He served as the chief of staff to the late Congressman Silvio Conte of Massachusetts, and as legislative director for the late Congressman Frank Horton of New York. Michael also served on the staff of former Congressman Don Bonker of Washington State. He has testified before numerous committees in the U.S. Senate and U.S. House of Representatives, been the featured guest on C-SPAN and the Dianne Rehm Show, appeared on Moneyline with Lou Dobbs and the NewsHour with Jim Lehrer, and been quoted extensively in The New York Times, The Wall Street Journal and The Washington Post. For five years, Michael served as a member of the Department of Commerce's Environmental Technologies Trade Committee, a federal advisory committee that advises the Secretary of Commerce on U.S. trade policy, and he served as president of The Business Council for Sustainable Energy (BCSE) for nearly a decade.
Today, Michael is an active member of the National Association of Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Michael holds a bachelor’s degree from the University of Washington and a master’s degree from Johns Hopkins University. A graduate of the Financial Planning Program at Georgetown University, Michael earned a Certified Financial Planning® (CFP®) designation in 2004.
Michael and his wife Anne Uchitel Marvin live in Annapolis. Their twin sons, Alex and Trevor, graduated from the University of Washington and the University of Southern California, respectively. Alex is finishing his final year of law school at the University of Nevada-Las Vegas, and Trevor works for Ocean Avenue Capital Partners in Santa Monica. Michael is on the Board of Directors of Arundel Lodge Behavioral Health and has served as its Treasurer and Vice President. He was Vice President of the Annapolis Triathlon Club and completed his first full Ironman at age 50.
Lauran Jack
At Apella Wealth Annapolis, our work begins with conversation. We take time to understand your story, your priorities, and the life you want to build, then create a financial plan that brings clarity and direction to every stage of your journey.
As fiduciaries, we offer guidance that is objective, evidence-based, and rooted in long-term discipline. You’ll benefit from the resources of a national firm and the personal attention of a local team that prides itself on being proactive, transparent, and dependable.
The Annapolis team provides fiduciary advice and financial life planning for:
- Individuals and Families - Building personalized strategies that reflect your goals, values, and stage of life.
- Retirees – Creating sustainable income plans, Social Security guidance, and legacy planning for long-term clarity.
- Business Owners and Entrepreneurs – Delivering integrated planning for growth, transitions, and long-term strategy.
- High-Net-Worth Families – Coordinating complex estates, multigenerational planning, and education for rising generations.
- Professionals and Executives – Providing guidance on cash flow, major financial decisions, and retirement transitions.
Our team offers comprehensive wealth management and planning designed to support your financial goals at every stage of life.
- Investment Management - Evidence-based, tax-efficient portfolios tailored to your goals, risk profile, and long-term goals and objectives.
- Retirement Planning - Personalized retirement guidance that aligns income needs, timing decisions, and long-term sustainability.
- Financial Life & Estate Planning - Holistic planning for cash flow, education, insurance, charitable giving, and coordination with your estate attorney.
- Tax Strategy & Coordination - Recommendations designed to improve after-tax outcomes, including tax-loss harvesting and collaboration with your tax professional.
- Business Owner Advisory - Strategic guidance for retirement plans, business transitions, and tax-advantaged solutions for owners and key employees.
Choosing the right financial partner is one of the most important decisions you’ll ever make. Here’s what you can expect when working with Apella Wealth:
- Fiduciary duty to put your interests first.
- Evidence-based investing and long-term discipline.
- Personalized, holistic planning rooted in your values.
- Proactive, responsive service from an experienced local team.
At Apella Wealth, the focus is always on you — your goals, your vision, and your financial future.
We’d be glad to start a conversation. Call us at (410) 349-4484 or connect online.
