Marzano Capital Group

Marzano Capital Group Marzano Capital Group provides financial services in the Triad. Determining how much you need to retire confidently.

Located in Clemmons, N.C., our team brings together nearly 70 years of combined experience in the industry to assist our clients in pursuing their financial goals. Our financial services professionals serve individuals and businesses in all areas of investment planning, including:

• Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Help managing assets before and during retirement.

• Tax management - Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.

• Estate Investment planning- We can work with your Estate Planning Attorney or Advisor to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs.

• Education funding - Recommend investment and accumulation strategies to help you pay for your children's education.

• Risk management - Reviewing existing insurance policies.

• Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance.

• Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.

• Securities offered through LPL Financial, Member FINRA/SIPC. For links to FINRA/SIPC (finra.org, sipc.org). Marzano Capital Group is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• For a list of states in which I am/we are registered to do business, please visit www.marzanocapitalgroup.com.

As summer winds down, our team has been making the most of a little time away.Alyssa and her husband, Jonathan, spent ti...
10/07/2026

As summer winds down, our team has been making the most of a little time away.

Alyssa and her husband, Jonathan, spent time in Nags Head, where Alyssa got some fishing in. Mike and his family headed to Ocean Isle Beach for some time by the water. And Jon took things a little farther west, exploring Montana with plenty of fishing and sightseeing along the way.

Different destinations, but a good reminder to make time for the people, places, and experiences that matter outside of work.

Here’s a look at where summer took some of the Marzano Capital Group team!

Motivation can get things moving, but discipline is what keeps progress going.The same is true with your finances. Build...
10/05/2026

Motivation can get things moving, but discipline is what keeps progress going.

The same is true with your finances. Building wealth rarely comes down to one big decision. It’s the steady habits, thoughtful choices, and commitment to your plan over time that can make the difference.

Health is part of the bigger financial picture.Taking care of yourself today can shape how you spend your time, what you...
10/01/2026

Health is part of the bigger financial picture.

Taking care of yourself today can shape how you spend your time, what you're able to enjoy, and the choices available to you down the road. That's why conversations about the future should make room for more than finances alone.

A life well planned should leave room to live it well.

Happy Birthday, Thomas!We’re lucky to have Thomas on our team and appreciate the care and commitment he brings to our cl...
09/29/2026

Happy Birthday, Thomas!

We’re lucky to have Thomas on our team and appreciate the care and commitment he brings to our clients and colleagues throughout the year.

Wishing him a very happy birthday and a year ahead filled with plenty to look forward to!

Starting early can give a child’s financial future more time to take shape.Whether you’re thinking about education, long...
09/28/2026

Starting early can give a child’s financial future more time to take shape.

Whether you’re thinking about education, long-term savings, or simply giving them a strong financial foundation, the right account can be an important first step. The best place to start depends on what you want that money to eventually do.

If you’re thinking about setting something aside for a child or grandchild, we can help you think through the options and how they fit into the bigger picture.

A lot can be happening behind the scenes of a financial life. Investments, taxes, retirement income, estate planning, in...
09/24/2026

A lot can be happening behind the scenes of a financial life. Investments, taxes, retirement income, estate planning, insurance, business decisions, and family priorities all have a way of overlapping.

Our role is to help keep those pieces connected and moving in the same direction, so you can spend less time coordinating the details and more time focused on the life and work that matter to you.

Money may look different from one household to the next, but many of the questions we hear are remarkably familiar.Am I ...
09/21/2026

Money may look different from one household to the next, but many of the questions we hear are remarkably familiar.

Am I saving enough? Can we afford to make this change? What if I make the wrong decision? Is there something I should be doing that I haven't gotten around to yet?

These questions don't disappear as wealth grows or life becomes more established. Having a plan and someone to talk them through with can help turn those thoughts into decisions you feel comfortable making.

Please join us in celebrating Alyssa Wells on 10 years with our team!Over the past decade, Alyssa has been an important ...
09/20/2026

Please join us in celebrating Alyssa Wells on 10 years with our team!

Over the past decade, Alyssa has been an important part of what keeps our team moving forward, supporting our advisors, caring for our clients, and helping make sure the details behind the scenes are handled with care.

We’re incredibly grateful for everything she has contributed over the last 10 years and even more grateful to have her as part of our team.

Congratulations on 10 years, Alyssa! Here’s to many more ahead.

Some of the most important family conversations are also the easiest to put off.Who will take over the business? How sho...
09/17/2026

Some of the most important family conversations are also the easiest to put off.

Who will take over the business? How should assets be divided? What responsibilities come with an inheritance? What do you want the next generation to understand about the wealth you’ve built?

Having these conversations early gives everyone more time to understand the plan, ask questions, and make decisions together. A little preparation today can go a long way toward helping your family move forward together tomorrow.

There’s value in working with people who understand more than your financial picture. They understand the community you ...
09/15/2026

There’s value in working with people who understand more than your financial picture. They understand the community you live in, the businesses you’ve built, the families you’re raising, and the opportunities and challenges that come with calling this place home.

We’re proud to be part of this community and even prouder to help the people in it make thoughtful decisions about what comes next.

Address

2625 Neudorf Road Ste. 400
Clemmons, NC
27012

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13367660464

Website

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