Marian Financial Services
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Marian Financial Services, Inc. is a Registered Investment Adviser based in St Johns, FL, with additional licenses in CA and TX. As a fiduciary, they prioritize their clients' best interests and provide solutions rather than pushing products. With over 28 years of experience, their Certified Financial Planner, Richard M. Allison, crafts custom financial plans to help clients achieve their goals.
Offering portfolio management options for both single and two-income households, Marian Financial Services has a minimum investment requirement of $5,000 and $25,000, respectively. They specialize in Exchange Traded Funds (ETF) portfolios and can also provide customized solutions through partnerships with Altruist, LLC and Charles Schwab Co., Inc. Their commitment to transparency and client-centric approach sets them apart from traditional Wall Street firms and insurance agents.
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