Financial Planning, Financial Advisor, Life Insurance, Retirement Planning
Financial Planning, Financial Advisor, Life Insurance, Retirement Planning
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.
On May 11, 2020, Joel Marius was awarded the Ethics Approved Status and earned the Registered Financial Consultant (RFC®) designation by the International Association of Registered Financial Consultants (IARFC®).
On October 18, 2025, Joel Marius earned the Retirement Income Certified Professional (RICP®) designation. This achievement represents years of hard work, dedication, and a deep commitment to mastering the complex strategies that help people build sustainable, reliable income in retirement. The program challenged Joel Marius to think critically about how to help clients not just retire—but retire confidently.
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.

We are proud to share that Joel Marius, has officially earned the Retirement Income Certified Professional (RICP®) designation!
This achievement represents years of hard work, dedication, and a deep commitment to mastering the complex strategies that help people build sustainable, reliable income in retirement. The program challenged me to think critically about how to help clients not just retire—but retire confidently.
With this milestone, I’m excited to focus even more on helping individuals and families create effective retirement income strategies that support long-term financial security and peace of mind.
The RICP® is the nation’s leading credential for building integrated and comprehensive retirement income plans. A key focus is understanding, choosing, and executing a sustainable retirement income strategy from available resources—whether that means using systematic withdrawals from a portfolio, building a retirement income floor with bonds or annuities, or using a bucket strategy.
The program, developed by more than 45 of the nation’s top financial retirement advisors, provides RICP® credential holders with best practices in areas including:
• Social Security claiming
• Evaluating and addressing risks faced in retirement financial planning
• Choosing distributions from employer sponsored retirement financial plans
• Medicare and other health insurance choices
• Planning for long-term care needs
• Choosing appropriate housing
• Retirement income tax and legacy planning
The American College of Financial Services is the premier educational institution dedicated to the development of financial services professionals. Graduates and designees of The American College of Financial Services have studied, passed rigorous exams, and proven that they not only have the technical knowledge to serve their clients, but have sworn to practice ethically and in the best interest of the people they serve.
financial planner, financial advisor, life insurance
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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.
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