Marie DeCaprio
CFP®, CFA®
SAX Wealth Advisors, LLC
Partner, Wealth Advisor
Marie DeCaprio
CFP®, CFA®
SAX Wealth Advisors, LLC
Partner, Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Marie DeCaprio, CFP®, CFA®
Fee-Only Financial Advisor serving the Greater NY area
Marie DeCaprio is a Fee-Only Financial Planner serving New York City, NY, Westchester, NY and surrounding areas. Sax Wealth Advisors, LLC provides comprehensive financial planning, retirement planning, and investment management to help businesses, high net-worth families and individuals organize, grow and protect their assets through life’s transitions. Marie DeCaprio is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ practitioner.
Marie DeCaprio has over 30 years of experience investing portfolios and creating customized, comprehensive financial plans. Marie believes too many investors are giving cookie-cutter advice for the masses. She believes each client has a specific set of circumstances that need to be evaluated to develop a comprehensive financial blueprint that makes the most sense for them and their unique circumstances.
She also believes that clients must have an ongoing relationship and partnership with a trusted advisor and realize that managing one’s finances has nuances that only an experienced professional can help with. In her role as partner, Marie leads initiatives to enhance the Sax client experience and develop the firm’s team of wealth advisors and portfolio managers.
Prior to joining Sax Wealth Advisors, Marie began her career at Prudential Investments before moving on to Citibank Private Bank and eventually founding MCD Advisors, LLC. In her free time, Marie enjoys cooking and baking, specifically uncovering old-Italian cookie recipes.
Education
- Bachelor’s Degree in Economics, Rutgers University
- MBA in Finance, New York University Stern School of Business
Marie DeCaprio is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Sax Wealth Advisors LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships.
As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, Sax Wealth Advisors provides a wide range of strategies and services to help you reach your financial goals at every stage of life.
Sax Wealth Advisors is registered with the Securities Exchange Commission and complies with the highest fiduciary standards. As an independent investment advisor, we are able to provide objective advice focused solely on your priorities and goals, and never on selling propitiatory investment products.
Our Mission
Sax Wealth Advisors is committed to being our clients’ most valued advisor by understanding their Vision and providing solutions that meet their expectations to assure their success. We are dedicated to continually building a great firm that attracts, develops, excites and retains exceptional people.
Our Approach
Sax Wealth Advisors takes an academic, research-based approach to accumulating, protecting and transferring your wealth. Utilizing passive asset class investing and broad global diversification practices, this proven technique offers a lower cost, lower risk alternative to Wall Street’s traditional “beat the market” system, without compromising on value or results.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Marie DeCaprio is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Marie DeCaprio is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Marie DeCaprio is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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SAX Wealth Advisors, LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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SAX Wealth Advisors, LLC is a Member of Buckingham Strategic PartnersWe know there are thousands of advisory firms that claim to deliver great experiences for clients. There are also national-level firms delivering cookie-cutter experiences to their clients. Our vision combines the best of both worlds — to provide the personal experience to clients, supported by the broader resources of a larger firm. We believe this is the optimal path forward not just for us, but for all clients we serve.
Working with Buckingham Strategic Partners means a collaboration with an organization of industry experts, operations specialists and national thought leaders that helps our firm achieve more for our clients. By partnering with Buckingham, we have significantly more capabilities than many advisory firms that have large staff. We gain a team of professionals—advisors, investment analysts, operations experts and national thought leaders – all with the goal of enhancing the experience we’ve created for our clients.
Contact Marie DeCaprio
Office Locations:
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551 Madison Ave.
12th Floor
New York, NY 10022 -
12724 Gran Bay Parkway
Suite 410
Jacksonville, FL 32258 -
100 Charles Ewing Boulevard
Suite 130
Ewing, NJ 08628 -
389 Interpace Parkway
Floor 3
Parsippany, NJ 07054
