Education & Certifications
  • Certified Financial Planner (CFP®)
  • Certified Public Accountant (CPA)
  • M.S. in Taxation, Long Island University
  • B.S. in Accounting, Penn State University

Frank P. Marzano, CFP®, CPA

Managing Principal

Forward-Thinking, Strategic, Visionary

Frank is the founder and Managing Principal of GM Advisory Group. With over 25 years of experience, he is a trusted advisor who thoroughly understands the many opportunities and complexities of managing wealth.

When Frank founded GMAG in 2004, he knew there was a better way for successful individuals and families to manage their wealth and financial lives. Families needed to work with a lineup of brokers, attorneys, and accountants to put all the pieces together. He realized he could offer a higher level of service to his clients by coordinating all of their financial activities. At GMAG, Frank leverages his experience and insight to proactively guide clients along their financial and life journeys, offering his clients peace of mind.

Today, GMAG is a boutique wealth management firm with a deeply personal, collaborative approach that serves the unique demands of high net-worth individuals and families. Frank has built GMAG into the dedicated firm it is today, offering comprehensive, customizable services that encompass a full spectrum of financial needs to help clients accomplish what they value most. 

Holding several professional credentials, Frank is active in the wealth management industry by speaking at conferences and sharing information and ideas with other thought leaders. He is continuously featured as a top financial advisor in numerous publications, including Barron’s and Forbes.

Frank is committed to helping his community and serves as a board member of various organizations. GMAG continues Frank’s vision through its Good Works initiative, working closely with nonprofit organizations that make a difference in our neighborhoods and communities. GMAG also supports like-minded clients and their families in conducting their own charitable endeavors—establishing foundations, developing advisory boards, and activating key programs to better our world.

Outside of the office, Frank enjoys spending time with his wife Jennifer, and his five children.