About Joel Marius

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Joel Marius is a seasoned financial professional with over 25 years of experience helping individuals, families, and business owners navigate the complexities of wealth, growth, and transition. Licensed in securities, real estate, and insurance, Joel brings a rare and valuable combination of skills to the table—offering clients a true one-stop shop for financial planning, commercial real estate, and business brokerage services.

Throughout his career, Joel has worked alongside business owners at every stage of the journey—from startup and expansion to exit and retirement. As a former business owner himself, Joel understands the challenges and opportunities that entrepreneurs face. His ability to think strategically, offer tailored solutions, and guide clients through high-stakes decisions has made him a trusted advisor in the business community.

Today, Joel operates as an independent financial planner, commercial real estate agent, and business broker under the Fortunium brand. His mission is clear: to help business owners build solid financial foundations, support their success, and preserve their legacies through personalized financial and retirement planning strategies.

Joel is particularly skilled at helping entrepreneurs prepare for complex situations—whether it's planning for growth, acquiring property, or preparing for the sale of a business. His comprehensive, relationship-based approach ensures that every aspect of a client’s financial picture is aligned with their goals and values.

With a deep understanding of business, real estate, investments, and risk management, Joel Marius offers unmatched guidance and peace of mind to those looking to grow, protect, or transition their wealth. Whether you’re scaling your company or planning your exit, Joel is the partner you want by your side.