The Marton Bute Marcus Wealth Management Group

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The Marton Bute Marcus Wealth Management Group

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Merrill Lynch
Wealth Management
The Marton Bute Marcus Wealth Management Group draws on over 50 years of combined experience serving families of wealth to offer personalized strategies and guidance to accomplish each client's unique goals.
A Wealth Management Strategy Centered on You

The Marton Bute Marcus Wealth Management Group guides affluent individuals and families through the development and implementation of their customized wealth management strategies. Because we focus our efforts on a limited number of clients, we can dedicate the time and personalized attention you deserve.

A wealth management strategy should be centered on what is important to you. Our team applies more than 50 years of combined experience to supply candid, customized advice and guidance to each relationship.

Investment Opportunities Beyond Stocks and Bonds

In our practice, we emphasize asset allocation as a critical component of a strategic, long-term investment process. We strive to help you manage the volatility of your investment portfolio in a manner designed to preserve and balance your investments over time.

We encourage the use of asset allocation techniques for individuals of a kind that have long been reserved for sophisticated institutional investors. Where appropriate, we can work with you to incorporate these techniques into your investment strategy.

By strategically diversifying your investments beyond the three traditional asset classes—stocks, bonds and cash—we seek to assist you in finding global investment opportunities, with the goal of improving your risk-adjusted investment returns.

This approach is designed to ensure the management of your portfolio appropriately considers and complements your wealth management plan focused on acheiving your life goals.

A Disciplined Approach to Investing

Our investment discipline is based on the following principles:

  • Target investment returns based on your customized portfolio, aimed at accomodating the least amount of volatility based on your risk profile.
  • Seek to balance return and risk by strategically and tactically diversifying investments amongst asset classes.
  • Measure and analyze risk in all its forms. We employ risk-mitigation strategies to help ensure portfolio management accomodates life goals at the lowest possible level of risk.


Service Tailored to Your Needs

The Marton Bute Marcus Wealth Management Group works with individuals, families and institutions throughout the United States. We are deeply familiar with the wealth management issues facing our clients. Our team delivers a goals driven wealth management approach specifically tailored for each client. We take full advantage of the depth and breadth of Merrill and Bank of America Private Bank to identify strategies designed to help you meet all of your financial objectives.

  • Service and responsiveness are the hallmarks of our interaction with clients.Robert Marton, CFP®, CIMA®


Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Robert Wayne Marton

Forbes “Best-in-State Wealth Advisors”  2018 and 2019

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Michael Alexander

Michael Alexander

Wealth Management Lending Officer, NMLS # 56761

Stacey Kovach

Stacey Kovach

Wealth Management Banking Specialist

Your Financial Strategy

We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

    Monitoring changes in your life and to your goals
    Monitoring changes in your life and to your goals

    Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

    Access to what you need, when you need it

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool

      *Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill Lynch?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

      Personalized advice from a dedicated financial advisor.

      Getting to know you is our primary goal.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

      Adjusting your plan as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.