Marie DeCaprio

CFP®, CFA

SAX Wealth Advisors, LLC

Financial Advisor

Marie DeCaprio

CFP®, CFA

SAX Wealth Advisors, LLC

Financial 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

(973) 859-2199

Fee-Only Financial Advisor serving the Greater NY area

Marie DeCaprio is a Clifton, NJ fee-only financial planner. SAX Wealth Advisors, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Marie DeCaprio is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Marie DeCaprio has been managing portfolios, developing financial plans, offering investment advice and providing other wealth management services for 30 years.  She works with high-net-worth individuals, family-owned businesses and qualified retirement plans, offering comprehensive and highly customized services and strategic financial plans. 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. She holds a B.A. in Economics from Rutgers University and an M.B.A. in Finance from New York University Stern School of Business. Marie enjoys cooking in her free time, in between being a “dance mom” for her daughter and a spectator at her son’s diving competitions.

Marie DeCaprio is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

Contact Marie DeCaprio

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Office Locations:

  • 855 Valley Rd
    Clifton, NJ 07013

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