transparency • Service • Value

At MVP Holistic Financial Solutions my only mission is to promote financial literacy to reduce financial anxiety.

Holistic Financial Solutions

Education and Experience Matter. 

Since 1992, Marie has consistently worked with clients as a financial advisor at Riggs Bank, JP Morgan, Kayne Anderson Rudnick, City National Bank, City National Asset Managment and UBS. She has decades of experience navigating an increasingly complex industry.

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Let’s solve Problems

How Marie Helps You Succeed…

Tax Planning at reasonable rates

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. Enrolled agent status is the highest credential the IRS awards. I know numerous CPAs and firms, so I promise if I cannot help you, I will find somebody who can.

Fee Based Financial Planning and Coaching 

A CFP® (Certified Financial Planner) is a professional designation for financial advisors who have demonstrated competence in financial planning through a rigorous education, examination, experience, and ethical standards process. CFPs are bound by a fiduciary duty, meaning they must act in the client’s best interest when providing financial advice.

Investment Management Contacts and Experience

A Chartered Financial Analyst (CFA) is a professional designation awarded by the CFA Institute signifying a high level of competence in investment strategies and financial decision-making. I have an extensive network and can connect you with the best advisor for you.  

Marie Walsh Puterbaugh

Founder, Enrolled Agent, CFA, CFP®

Meet Marie

This is all I have done for 30+ years.


Marie founded MVP Holistic Financial Solutions after working 30+ consecutive years in the financial services industry. Marie literally started out in the basement of Riggs Bank in Washington DC and worked her way up to the youngest Trust Officer in the Trust Department.  From there, she moved to Los Angeles to work at JP Morgan supporting Private Client Advisors. After that, she went to Kayne Anderson Rudnick to help build out the Private Client Department and, after obtaining her CFA, worked as an investment analyst. She joined City National Bank as a Private Client Advisor before being named Manager of Investment Analytics within the Financial Planning Group. Before founding MVP Financial Solutions, she was a Financial Advisor at UBS.

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Testimonials

Don’t Just Take My Word for It!

Grateful Beyond Words. Marie is more than just a tax preparer; she genuinely cared about my financial well-being.  She connected me with the right people to ensure my entire financial house was in order.
Kimberly J
Marie’s MVP client
Delightful
Floyd Waters
Marie will go to bat for you!
Tom Bakaly
Marie’s work ethic, keen insights, and dedication to actionable solutions make her an ideal advisor and wonderful teammate. I’ve worked with her on common projects and clients, seen her develop her skills to provide more and better service to families and companies, and highly recommend her as a key member of any business or personal financial advisory team.
Kirk Michie
Founder, Candor Advisors
I’m so glad someone referred me to MVP Financial Solutions this year. Unlike my previous tax preparer, MVP took the time to make sure I was getting the best return possible and took the time to make me feel truly taken care of. I’d definitely recommend them to anyone looking for a more thoughtful and personalized tax experience.
Stuart W
 “Marie’s extensive experience in finance and business allows her to see the whole picture when doing tax returns.  She is detailed and a perfectionist. Marie catches things others may miss and follows up to ensure everything is timely and accurate. Her tax planning suggestions will save us money next year. “ 
Kathy D
Marie has always been responsive, thorough, and on point when I have consulted her on investment and tax matters.  She is genuinely caring of her clients and is resourceful and proactive in finding solutions to complex or unique situations.


– Lad Perenyi, CFA
 “Marie’s extensive experience in finance and business allows her to see the whole picture when doing tax returns.  She is detailed and a perfectionist. Marie catches things others may miss and follows up to ensure everything is timely and accurate. Her tax planning suggestions will save us money next year.
Kathy D

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Contact Me For A Free Consult

I’m Ready