Marchand Faries usually works with one of four types of clients.
First are retired individuals, or soon to be retired, who have worked hard to accumulate significant wealth and want to protect it.
Second are young professionals, including doctors, corporate executives, CPA's and attorneys. While young professionals may not have accumulated significant wealth, their mindset is on the future. Planning for children, buying a home, and sending children to college are large financial decisions that need to be planned for.
Third are entrepreneurs. We help them both individually and also with their corporate needs and retirement plans.
Fourth are women investors, including widows and divorcees.
Our clients come from a wide variety of backgrounds, but they share a desire to take care of their money and use it to reach specific goals.