Michael L. Marvin
TAM FINANCIAL ADVISORS
ANNAPOLIS, MD 21401
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CRD#: 4667334
Professional summary
Michael Loren Marvin, CFP® is a registered financial advisor currently at TAM FINANCIAL ADVISORS, LLC located in Annapolis, Maryland and APELLA WEALTH located in Annapolis, Maryland.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Michael has worked at 2 firms and has passed the Series 65 exam.
Core Areas of Focus
High Net Worth Client Needs
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Tax Planning
Biography
TAM Financial's principal is Michael Marvin, CFP®. Michael's diverse background in politics, communications and industry gives him a broad perspective that helps clients define and meet their objectives. Michael graduated from the University of Washington, received his master's degree at The Johns Hopkins University and completed the Financial Planning program at Georgetown University. He has been quoted extensively in the New York Times, Wall Street Journal and Washington Post, and has appeared on the McNeil-Lehrer News Hour, The Diane Rehm Show and other national radio and television programs. He is married with twin 9-year old sons, and enjoys boating and biking, and recently completed his first triathlon.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Tax Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Loren Marvin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2004
Experience
Current
August 8, 2005 - Present
TAM FINANCIAL ADVISORS, LLC
Office #1: 1441 Pleasant Lake Road, Annapolis, MD 21401RIA
CRD#: 125496
ANNAPOLIS, MD
Current
March 12, 2026 - Present
APELLA WEALTH
RIA
CRD#: 171106
ANNAPOLIS, MD
Past
July 31, 2003 - December 31, 2003
TAM FINANCIAL ADVISORS, LLC
RIA
CRD#: 125496
WASHINGTON, DC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
APELLA WEALTH
APELLA CAPITAL | APELLA WEALTH | APELLA CAPITAL, LLC
CRD#: 171106 / SEC#: 801-79650
RIA
Registered Investment Advisory firm - (4/29/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Connecticut(3/12/2026)
IAR
Maryland(8/8/2005)
IAR
Texas(3/12/2026)
IAR
Virginia(4/14/2026)
Current Firm
AW
APELLA WEALTH
APELLA CAPITAL | APELLA WEALTH | APELLA CAPITAL, LLC
CRD#: 171106 / SEC#: 801-79650
RIA
Registered Investment Advisory firm - (4/29/2014 Approved)PREMIUM
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Contact information
Main Address
65 Memorial Drive Suite C340, West Hartford, CT 06107
Mailing Address
Phone number
(860) 785-2260
Established
Firm type
Fiscal year end
# of Employees
140
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,172 |
| AUM (Assets Under Management) | $ 7,953,076,688 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/16/2026 | ||
| 01/24/2025 | ||
| 03/29/2024 | ||
| 04/30/2023 |
Red Flags
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Company Information
APELLA WEALTH
CRD#: 171106Annapolis, MD 21401TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
