We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

About 1792

  • Margaret

    Margaret Marques
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    DIRECTOR OF OPERATIONS AND CLIENT SERVICES, 1792 WEALTH ADVISORS REGISTERED CLIENT ASSOCIATE, RJFS

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.