Marian Financial Services

We are a Registered Investment Adviser based in the State of Florida and also licensed in CA, KY and TX. More importantly, we are a fiduciary who acts in your best interests. Because we are an RIA, you can rest assured that we will not be trying to twist you into buying products or services that only benefit us, like Wall Street firms and their registered representatives do.

We recommend solutions, not products. Does your financial advisor put it in writing that they are a fiduciary? If not, they soon will be required to as a new ERISA Department of Labor rule goes into effect.