Mary Beth Fanelli, CRPC, CEPA, is the president of Grace Wealth Partners, a firm built on the belief that wealth management is about people, relationships, and the legacy we leave behind. Inspired by her mother, who mentored her throughout the first 15 years of her career, Mary Beth founded Grace Wealth Partners to continue the values they shared—serving others with care, trust, and compassion. Until her mother’s retirement in 2019, they worked side by side helping families pursue confidence and peace of mind for the future.

At the heart of Mary Beth’s work is a passion for helping people understand not just how they invest, but why. She believes meaningful guidance begins with listening, building relationships, and helping people create the future they truly want to experience. Through a personal and thoughtful approach, she helps clients align their wealth with their goals, values, and dreams.

Mary Beth and her husband, Robert, are proud parents of five children and grandparents to two grandchildren. Outside of work, she enjoys writing, spending time with family, walking on the beach, playing pickleball, staying active, and appreciating the many blessings in her life. She is also the author of the best-selling book Leaving a Legacy of Love.