Our Qualifications

As the founder of Margel Wealth Management, Ralph S. Margel set out more than 25 years ago to create a firm that would be different from other financial advisory firms. In other words, he didn't want his clients to follow the crowd. Ralph's core belief is that clients want advice that is straightforward, understandable, and, most important, designed to enhance their wealth. The firm is dedicated to listening to each client and developing customized strategies that are both reasonable and practical.

Ralph's success stems from an approach that is both disciplined and focused on the long term. He is a CPA, CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary® (AIF®), and Registered Investment Adviser (RIA). Ralph earned his BA and MBA degrees from New York University.

Margel8542sm