About Us

• Raymond Marx Financial was founded in 1992 to provide personal and comprehensive financial planning expertise. We take pride in putting our clients’ interest first and fostering relationships based on trust, unparalleled service and integrity. Additionally, Raymond Marx Financial, Inc. has a team of highly trained professionals to support and uphold a high ethical and professional standard, with offices in North Carolina, and Florida. In a world of financial turmoil, Raimund Marx brings assurance to his clients that it is possible to have a secure retirement with the proper planning. As your partner in retirement, we offer products and services that will assist you in every aspect of your financial needs. This includes financial and retirement planning, investment and risk management, tax strategies, income planning (which may contain insurance products), and estate planning.