Marian Financial Services

At Marian Financial Services, Inc., we understand that everyone's financial journey is unique. That's why we offer a range of services tailored to meet the specific needs of our clients. From first-time investors to those nearing retirement, we believe in creating a personalized financial plan that aligns with your goals and aspirations.

Our Services

We are a Registered Investment Adviser based in Florida, licensed in CA and TX, and committed to acting as a fiduciary in your best interests. Our team, led by Certified Financial Planner Richard M. Allison, offers a variety of services including portfolio management for individuals and families, investment advice, and financial planning. Whether you're starting to invest with $100 a month or have a larger investment portfolio, we have a solution designed to help you achieve your financial objectives.

Investment Options

Our portfolio management options start at $5,000 for single clients or one-income families, with the ability to customize your portfolio through ETFs. For two-income families, our minimum investment is $25,000, allowing us to create a comprehensive investment strategy. We also offer access to Morningstar Managed Portfolios, which can be held at Fidelity Investments or Charles Schwab & Co., Inc.

Why Choose Us

At Marian Financial Services, Inc., we stand out from other financial advisors by prioritizing your interests above all else. We are transparent about our services and fees, ensuring that you always know what you're getting. Our expertise in creating custom financial plans and managing portfolios has earned us a reputation for trust and reliability. Whether you're just starting out or looking to optimize your investment strategy, we're here to guide you every step of the way.