About Us

At MFG, we have the client—and only the client—in mind.

Marmo Financial Group, LLC ("MFG") was founded by principal member Scott Marmo. MFG is a Registered Investment Advisor under the Investment Advisory Act of 1940. As a firm, we are committed to our philosphy of Improving Our Clients' Positions^TM. MFG takes a great deal of pride in being an Independent Advisory Firm. We are not owned by an accounting firm, an insurance company, a bank, or a brokerage house. We work for our clients and put their interests ahead of our own.

Over the years, we have found that our clients demand independent and objective financial advice. In an age of information overload in the financial services industry, MFG strives to help bring clarity and focus to our clients' financial lives.

Our Mission

Providing financial leadership to our clients through our services and advice.

Our Vision

Creating value by "Improving Our Clients' Positions^TM".

Our Team

Scott Marmo, AIF®

Founder & CEO / Director of Business Development & Lead Advisor

Sasha Stewart, CFP®

Chief Operating Officer / Chief Compliance Officer

Amy Grindstaff

Director of Client Services / Director of Finance

Monique Cross

Director of Marketing

Lindsey Collier

Client Services Specialist

Caleb Balentine

Insurance / 401k Associate

Charles Norton

Financial Planning Analyst

Caleb Bledsoe

Financial Planning Analyst

Diane Whaley

Reception / Admin

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized services focus on your needs, wants, and long-term goals.

We have found that a team approach can be one of the most effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world.

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Finding Your Fit

We invite you to discover and experience the power of our services for yourself. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods and technology available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

Johnson City, TN is our home

But we service the entire Southeast region.

MFG has been Improving Our Clients' Positions^TM for over 20 years. Contact us today to find out how we can help you.

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