Meet Mariella Foley
Your family names: Kieran, Mariella,
Colin, Dillon & Oreo
Company name: Round Table Wealth
Management
Your position: Partner & Wealth Advisor
Website: www.roundtablewealth.com
Phone number: 908-789-7310
Business address: 241 North Ave W, Suite
300 Westfield, NJ 07090
Tell us about your family: We have been part of the Westfield community since 2010. Our two sons currently attend the high school and I work in town too. When I began working in Westfield over 21 years ago, I knew I wanted to live here someday. The lovely community, the high-quality schools, the busy downtown, it all appealed to me! So, when the time was right, we made our move into town and have been thrilled ever since.
Describe what your company does: Round Table Wealth Management is an independent Registered Investment Advisory (RIA) firm that provides objective investment and financial advice to help our clients meet their long-term goals. I am one of four partners of the firm and we have been part of the Westfield community since 1999. Our mission is to provide our clients with peace of mind by enhancing their financial freedom.
Over the past 22 years we have come to serve a wide range of high-net-worth individuals and their families – both local as well as global. In addition, we have strong expertise in the following areas:
Global families
Law firm and CPA firm partners
Divorce
Women and investing
Business Owners
Corporate Executives
We serve in a fiduciary capacity to our clients, which means we must always put their interests ahead of our own. As an independent RIA firm, we serve our clients with complete objectivity and manage conflicts of interest effectively. We are fee-only advisors which means we are paid only for our investment and financial advice – never receiving commissions.
How did you decide on this industry (events that led up to where you are now, etc.)? My career started in banking during my college years, which later led me to working with two of the Big Four accounting firms after I graduated. After a few career moves, I found my home in financial planning here in Westfield with Round Table Wealth Management. Now, as a Certified Financial Planner (CFP) a Certified Divorce Financial Analyst (CDFA) and a Partner of the firm, I am dedicated to empowering others to build their financial future.
What is most important to success? With the busy lifestyle we all seem to live these days, it becomes even more important to love what you do and really feel the purpose behind it. Purpose is what keeps us all going. Being part of such a reputable, high-quality firm and knowing the impact we can make fuels my passion to tell the world about our firm!
Mariella Foley, CFP® is a Partner and Wealth Advisor with Round Table Wealth Management. She has been part of the Westfield community advising clients for over 20 years.