Marcus gives an honest and understanding approach to our financial needs. He is an expert in his field and we feel confident with him as our advisor. He offers a wide variety of resources and has a level headed approach to making our portfolio grow.

I have been working with Marcus for over a decade; for a time with a previous private investment firm, through the pandemic, and now several years with his firm, Narrow Gate. Throughout this time, Marcus has been consistent: he's genuine, an unquestionably well informed and grounded fiduciary, and painstaking in formulating and executing our joint investment strategy. He's careful to consider the broader aspects of investment strategy as it relates to spouse/family planning needs and tax minimization. Interactions in my opinion are pleasant investigations of relevant financial estate matters - conversations that result in clear understanding and no b.s. Marcus is an active listener and if he doesn't immediately know the answer to your question, he's quick to find the answer and promptly get back to you. His team at Narrow Gate is top notch, efficient and equally dedicated to the client's interests.

I was introduced to Marcus by a shared client, and I’m so grateful for that connection. What immediately stood out—and continues to impress me—is how passionate he is about education. Investing felt intimidating to me at first. I didn’t know where to start, and honestly, I was a little embarrassed by how little I knew. But Marcus has never made me feel anything but respected. He takes the time to explain things in a way that’s empowering, not overwhelming. Whether I want to understand every detail or just the big picture, he meets me where I am. His patience, clarity, and genuine desire to help his clients learn and feel confident with their money is rare—and deeply appreciated. Working with Marcus has not only helped me grow financially, but has made me feel like I belong in the conversation. I highly recommend him to anyone looking for a knowledgeable, respectful, and truly supportive financial advisor.

Marcus Griffin is an outstanding financial advisor and analyst. He is insightful, supportive, knowledgeable, friendly, and focused, always operating with impeccable integrity and care. We began our discussions and work with Marcus in 2016, and thus the relationship is in its ninth year. From the beginning, he worked to understand our goals and desired risk tolerance, and then created investment options/plans to support those goals, both short term and long term. And he did so collaboratively, so we all felt comfortable with the decisions made. He showed us historical data, expertly explained the options to go forward, and highlighted the risks and trade-offs to be made. He worked with us on both pre-tax and after-tax scenarios, modeling solutions and a potential range of outcomes. As our lives changed, he continued that focus and adapted to our evolving needs and circumstances, always looking for opportunities to enhance our portfolio and our lives. And his advice extended beyond the portfolio. He also provided financial input for our consideration outside his direct support and execution, helping us with ideas, research, and information on topics like what we could do for our grandchildren, estate planning, etc. We highly recommend Marcus!