JoelMarius- Financial Advisor Apollo Beach, FL

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About Joel Marius

Joel Marius, a fiduciary wealth advisor with many years of experience, leads Fortunium Wealth Management with a mission to help individuals, families, and business owners realize their financial dreams and secure their futures.

With a reputation for delivering results with integrity and professionalism, Joel is committed to putting his clients' best interests first. As a fiduciary, he provides transparent, personalized financial guidance tailored to align with each client's unique goals.

Joel's approach is rooted in Fortunium's philosophy: Building Foundations, Supporting Success, and Preserving Legacies. His expertise encompasses retirement planning, investments and portfolio management, business succession strategies, and wealth preservation - all designed to empower clients to thrive financially while protecting their legacy.

Serving clients nationwide, Joel's dedication to ethical financial planning, combined with his comprehensive industry knowledge, makes him a trusted partner in navigating the complexities of wealth management.

Joel's journey is as inspiring as it is accomplished. He is an alumnus of IMG Academies in Bradenton, Florida, where he pursued a promising career in baseball with aspirations of reaching the major leagues. After a career-ending injury, Joel shifted his focus to business and finance, carrying with him the same drive, discipline, and leadership that defined his athletic career. He graduated from the University of South Florida in 2006 with a degree in Business Administration and Finance, laying the foundation for his success in the financial industry.

At Fortunium Wealth Management, Joel Marius is more than a financial advisor - he is a guide, an advocate, and a visionary leader committed to your financial well-being.

Outside Fortunium Wealth Management, Joel is a dedicated husband and father. He enjoys playing sports, loves fishing and boating, and remains actively involved in his community, supporting causes that benefit children and individuals diagnosed with nerve damage diseases.

See Disclosures

General Information

CRD#

4824505

Firm CRD#

4824505

Insurance License#

W041929

Name of Broker/Dealer

Osaic Wealth

Name of Custodial Firm

Fidelity

States Licensed in

FL,TX,LA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Over 25 years of experience in the financial and insurance industry with experience in: -Financial Planning -Retirement & Income Planning -Investment Portfolio Management -Wealth Management -Divorce Planning -Risk Management -401k Rollover -Annuities -Insurance planning (Life, Disability, Long Term Care) -Estate Planning

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

English, Spanish

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses

Compliance

Registered Representative

Investment Advisor Representative

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

RFC^®

Securities Licenses

Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Life, HMO, Variable Annuity, Long Term Care, Variable Life, Disability, Annuity, Accident, Casualty, Property, Health

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Flat Fee, Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892862/paladinregistry-Fortunium-Wealth-Management-detailed-disclosure.html

Disclaimer

Check the background of your financial professional on FINRA's BrokerCheck. Securities and investment advisory services offered through Osaic Wealth, Inc, Inc., member FINRA/SIPC. Osaic Wealth, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Osaic Wealth, Inc and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. This communication is strictly intended for individuals residing in the states of FL, LA, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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Paladin Research Report For:

Joel Marius

Fortunium Wealth Management