Ralph S. Margel, CFP®, AIF®

Ralph S. Margel, founder of Margel Wealth Management, is a trusted advisor known for delivering clear, strategic financial guidance tailored to each client’s goals.

In March 2026, his firm merged with Omnica Wealth- expanding the depth of resources , capabilities, and expertise available to his clients while maintaining the highly personalized service they value.
Ralph focuses on helping clients make confident, informed decisions through thoughtful planning, disciplined investment strategies, and commitment to long-term results.

He is a Certified Financial Planner professional and an Accredited Investment Fiduciary (AIF). Ralph earned his BA and MBA from New York University and resides in New York City with his wife Mary Lou.