You are the one who has invested time and energy to get where you are today. Now you have accumulated investments in retirement and investment accounts. They may not seem like a lot to others, but it's a lot to you. You now want disciplined guidance on the protection and growth of your and your family's financial future. It's time to get serious about a plan for your financial assets. Recognizing the need for someone who can help you with the all aspects of your financial life is the first step to getting organized and developing a plan that can fit your future goals.

Independent

• A Registered Investment Advisor firm with fiduciary responsibility to clients
• Unbiased and free from traditional advisory conflicts of interest

Fee-Only

• Full disclosure of all advisory fees
• No hidden commissions or kickbacks ever accepted – we work for you only
• Consultative approach versus traditional sales approach

Investment Management

• Disciplined strategic investment management
• A structured approach to wealth management that eliminates speculation, market timing and security selection

Marchand Faries Financial Management, Inc. (MFFM) offers a wide variety of services to meet the financial objectives of individuals and businesses. The firm works closely with clients to determine their needs and then recommends suitable strategies and actions.

As a husband and wife team, Jane Marchand and Steve Faries combine their talents, experience, vision and passion in guiding their clients to and through retirement dreams. Jane and Steve believe the principles of integrity and excellence are the standards for their relationships with clients.