About Raymond Marx Financial

Raymond Marx Financial was founded in 1992 to provide personal and comprehensive financial planning expertise. As a Fiduciary financial services firm, 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.

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 and estate planning.

We realize you have choices when it comes to trusting your financial future to someone else. At Raymond Marx Financial, Inc. we like to think we‘ve set ourselves apart from our competition, and continue to take financial planning and investment planning to a higher standard of excellence.



Clearwater Office:
ICOT Center Business Park
13501 Icot Blvd., Suite 103
Clearwater, FL 33760
(727) 538-7778

North Carolina

Asheville Office:
Biltmore Park Town Square
28 Schenck Parkway, Suite 200
Asheville, NC 28803
(828) 771-0813


South Carolina

Greenville Office:
Regus Greenville
128 Millport Circle Suite 200
Greenville, SC 29607
(800) 715-4755

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