The Marmon Team

Serving the greater Darien, CT, and New York, NY areas.

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Contact

(203) 656-5500 marmon-info@wealthenhancement.com

Location

23 Old Kings Hwy S Ste 102
Darien, CT 06820
(203) 656-5500
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A team behind every plan

At our practice, we offer a unique blend of backgrounds in finance and law to offer comprehensive wealth management. Our team’s foundation features a strong familiarity with the legal world, including high-net-worth divorces. Pair this experience with adept tax planning, strategic cash flow management, and some out-of-the-box thinking, and you’ll see why we believe our clients enjoy working with us, generation after generation. We pride ourselves in our ability to guide you and your family through any financial situation, whether it’s the loss of a loved one or the excitement of a new child on the way. Reach out and we’ll demonstrate to you the level of care that we commit to our clients, for the short term and the long term.

Meet Our Team

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Advisory Team
Client Service Team

Awards & Recognition

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  1. Awarded 6/16/26 for the period June 2026–June 2027.
  2. Awarded 4/7/26 for the period 6/30/24-6/30/25.
  3. Awarded 2/4/26 for the time period 9/30/24 to 9/30/25.
  4. Awarded 9/1/25 for the period 11/14/24 - 6/10/25.
  5. Awarded 6/12/25 for the period from June 2025-June 2026. Data is used from 12/31/2024 and 12/31/2023.
  6. Awarded on 11/1/24 for the period 2/13/24 - 8/30/24.
Comprehensive Wealth Management

Every detail of your big picture

Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.

Planning for retirement

Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income. 

 Explore Retirement Planning

Investing with a plan-first mindset

We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.

 Explore Our Investment Approach

Preparing for the unexpected

Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.

 Review My Coverage

Managing my tax strategy

Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities. 

 Explore Tax Strategy

Building my legacy

Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future. 

 Explore Legacy Planning

Creating a financial plan

We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.

 Start My Financial Plan

Where we are

Our offices, one team

The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.

Our Approach

What working together looks like

01

Discover

A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.

02

Plan

A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.

03

Implement

We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.

04

Review

Scheduled reviews each year — and a team that picks up the phone when life changes between them.

Insights from Marmon Team

What we’re thinking about

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Child doing homework
Financial Planning

Should I Open a Trump Account for My Child?

Should you open a Trump account? Learn how the $1,000 contribution works, eligibility and withdrawal rules, and how it compares to other accounts.
Lane Marmon Aug 17, 2026
Couple Walking in Vineyard with dog
Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

Get your second opinion

Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.

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