Joel Marius, a fiduciary wealth advisor with many years of experience, leads Fortunium Wealth Management with a mission to help individuals, families, and business owners realize their financial dreams and secure their futures.
With a reputation for delivering results with integrity and professionalism, Joel is committed to putting his clients' best interests first. As a fiduciary, he provides transparent, personalized financial guidance tailored to align with each client's unique goals.
Joel's approach is rooted in Fortunium's philosophy: Building Foundations, Supporting Success, and Preserving Legacies. His expertise encompasses retirement planning, investments and portfolio management, business succession strategies, and wealth preservation - all designed to empower clients to thrive financially while protecting their legacy.
Serving clients nationwide, Joel's dedication to ethical financial planning, combined with his comprehensive industry knowledge, makes him a trusted partner in navigating the complexities of wealth management.
Joel's journey is as inspiring as it is accomplished. He is an alumnus of IMG Academies in Bradenton, Florida, where he pursued a promising career in baseball with aspirations of reaching the major leagues. After a career-ending injury, Joel shifted his focus to business and finance, carrying with him the same drive, discipline, and leadership that defined his athletic career. He graduated from the University of South Florida in 2006 with a degree in Business Administration and Finance, laying the foundation for his success in the financial industry.
At Fortunium Wealth Management, Joel Marius is more than a financial advisor - he is a guide, an advocate, and a visionary leader committed to your financial well-being.
Outside Fortunium Wealth Management, Joel is a dedicated husband and father. He enjoys playing sports, loves fishing and boating, and remains actively involved in his community, supporting causes that benefit children and individuals diagnosed with nerve damage diseases.
At its core, Fortunium embodies the essence of wealth, growth, and legacy. Derived from the word "fortune," it symbolizes prosperity, success, wealth, and financial security.
For us, Fortunium represents more than just wealth - it is a philosophy of building strong financial foundations, supporting ongoing success, and preserving legacies for generations to come.
Through comprehensive services in wealth management, financial planning, retirement planning, insurance planning and estate planning, Fortunium serves as a trusted partner, empowering individuals, families and businesses to achieve their financial aspirations and safeguard their future.
Fortunium is where prosperity is not only created but cultivated and protected for a lifetime and beyond.
General Information |
| Insurance License#: | W041929 |
| Name of Broker/Dealer: | Osaic Wealth |
| Name of Custodial Firm: | Fidelity |
| States Licensed in: | FL,TX,LA |
| Number of Years with Current Firm: | 1 |
| Work Experience: | Over 25 years of experience in the financial and insurance industry with experience in: -Financial Planning -Retirement & Income Planning -Investment Portfolio Management -Wealth Management -Divorce Planning -Risk Management -401k Rollover -Annuities -Insurance planning (Life, Disability, Long Term Care) -Estate Planning |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Foreign Languages Serviced: | English, Spanish |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses |
Services |
| Investment Types: | Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Our Office, Your Home, Your Office, Our Offices, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Life, HMO, Variable Annuity, Long Term Care, Variable Life, Disability, Annuity, Accident, Casualty, Property, Health |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Flat Fee, Based on Assets |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Check the background of your financial professional on FINRA's BrokerCheck. Securities and investment advisory services offered through Osaic Wealth, Inc, Inc., member FINRA/SIPC. Osaic Wealth, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Osaic Wealth, Inc and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. This communication is strictly intended for individuals residing in the states of FL, LA, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced. |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 4:00 PM |
Joel Marius & Fortunium Wealth Management on MSN
When: 05/14/2025
Details:Joel Marius & Fortunium Wealth Management featured on MSN Money News. ...more
Joel Marius featured on Apple News
When: 04/10/2025
Details:Joel Marius, President and Investment Executive of Fortunium Wealth Management feautured on Apple News. ...more
Joel Marius & Fortunium Featured on Yahoo Finance
When: 04/10/2025
Details:Joel Marius, President and Investment Executive of Fortunium Wealth Management was featured in Yahoo Finance. ...more
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