Peter B. Marmaras, ChFC®, CFP®

Co-Founding Principal

Peter B. Marmaras, CFP® and ChFC®, is co-founding Principal of Marmaras & Smith LLC, with offices in Bethlehem, PA, and Bedminster, NJ. He specializes in personalized financial planning, retirement strategies, and investment management.

Peter earned his B.S. in Economics and Finance, graduating Magna Cum Laude from Fairleigh Dickinson University, and holds CFP® and ChFC® designations. A member of the Financial Planning Association, he is also active in philanthropy, including the Fighting Children’s Cancer Foundation, and serves as a trustee at Wesley United Methodist Church. An outdoorsman, fly fisherman, and published poet, Peter lives in Plainfield Township, PA, with his wife, Karen, and their three children.

"Financial planning is about understanding people and helping them achieve their goals."

– Peter B. Marmaras

Qualifications

Areas of Expertise

  • Comprehensive financial planning

  • Retirement strategies and investment management

  • Wealth management

  • Client-focused planning and advisory services

Education

  • B.S. in Economics and Finance – Fairleigh Dickinson University, Magna Cum Laude, 1982

  • CFP® – College of Financial Planning/National Endowment for Financial Education, 1990

  • ChFC® – American College, 1995

Experience

  • Co-founding Principal – Marmaras & Smith LLC

  • Wealth management, retirement planning, and investment management

  • Past co-host – Managing Your Money radio program (1995–1997)

  • Past speaker – American Guaranty & Trust Company and Sentinel Family of Mutual Funds

Affiliations

  • Financial Planning Association (FPA)

  • Trustee – Wesley United Methodist Church

  • Volunteer – Fighting Children’s Cancer Foundation

  • Recognized in Who’s Who in Finance and Industry

Philosophy

Peter believes that successful financial planning combines personalized strategies, long-term thinking, and an understanding of each client’s unique goals. By focusing on tailored solutions and building strong relationships, he helps clients navigate complex financial decisions with confidence and clarity.

Philosophy

Peter believes that successful financial planning combines personalized strategies, long-term thinking, and an understanding of each client’s unique goals. By focusing on tailored solutions and building strong relationships, he helps clients navigate complex financial decisions with confidence and clarity.