J. Marcel Louimeus
J. Marcel Louimeus
MBA, CHFC®, CRPS®, AIF®
Founder & CEO
EXOS Wealth Strategies, LLC
EXOS Wealth Capital Group, LLC
Awards & Recognitions
Marcel was honored with the “Top 50 Under 50” award by the Association of African American Financial Advisors in 2021.
Sample Interview Questions:
- What are some of the most popular industry trends in the corporate retirement plan space?
- What are some of the biggest misconceptions with 401k plans?
- What is the impact of hiring a retirement plan advisor?
- When does it make sense to hire a retirement plan advisor?
J. Marcel Louimeus is the Founder, Owner and Managing Principal of EXOS Wealth Strategies and EXOS Wealth Capital Group. He holds several certifications as a Chartered Financial Consultant (ChFC®), Chartered Retirement Plans Specialist (CRPS®) and Accredited Investment Fiduciary (AIF®).
While he is widely known for his passion to help set clients on the path to sustaining economic success, he also specializes in providing corporate fiduciary services and assisting individuals in financial planning and wealth management.
His journey in financial services began as a captive salesperson with a life insurance company in 2014. When he realized he couldn’t serve clients in the best capacity, he transitioned to a boutique comprehensive financial planning firm. Within 6 quarters of joining that firm, he had already accrued over $20 million in assets and helped the company grow to a federally registered level.
In 2020, Marcel launched his own independent RIA firm as a way to develop better relationships with clients. Having no assets when EXOS Wealth Strategies first opened, they had surpassed $26 Million by the close of 2022. He opened EXOS Wealth Capital Group in 2023.
Through years of experience and a successful track record, he earned a spot on various advisory panels as an influencer in the finance industry. He has also spoken at numerous conferences and given presentations on how to maximize 401(k) plan performance while increasing employee participation.
Marcel holds a Bachelor of Science and an MBA from LeTourneau University, where he earned academic scholarships and made a name playing on the basketball team. He still holds the all-time record for his school’s highest field goal percentage.