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AN INDEPENDENT, FEE-ONLY WEALTH MANAGEMENT FIRM

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Financial Advisor

Investment Management

A distinctive approach to developing and managing a unique portfolio designed to meet our client’s specific goals.


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Financial Advisor

Estate Planning

Helping clients maintain control of their assets and pass on their legacy while minimizing probate and guardianship.


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Financial Advisor

Retirement Planning

Ensuring clients are prepared for their retirement years through comprehensive planning and asset management.


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retirement planning

Using our expertise, we create customized solutions that empower families to take great care of their total financial situation – now and in the future.

Why Choose Us


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A message from our Florida office

We view our relationship with our clients as long-term commitments by both parties. The focus of our firm is to be an ongoing resource in all aspects of our clients’ financial lives and assist our clients in accomplishing their goals by applying an objective discipline.

Jane E. Marchand, President

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A message from our Colorado office

Investment management today is not a one-size-fits-all proposition. As independent, fee-only investment advisors, MFFM is dedicated to developing and managing a portfolio that is unique to your needs.

John R. Faries, Executive Vice President

1 Jun

Market Commentary

The Seven Critical Steps to Take in Tough Economic Times

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1 May

Market Commentary

April proved to be one of the best months since 1987...

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Fun facts

Investors

57 percent of investors have not set financial goals

People

67 percent of people have no financial plan.

Gut Instincts

77 percent of investors are making decisions on gut instinct.

investment knowledge

20 percent of investors claim that their investment knowledge is very strong.