Advisors Who Put You First

About Marion Financial Advisors…Taking the Worry Out of Your Financial Future Is My Goal

Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.

Whatever your current situation, financial concerns have an impact on your life and relationships. I can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

I am a Certified Financial Planner and Certified Public Accountant.

I have worked for over twenty years in financial management positions in Big five accounting and major pharmaceutical firms. A primary focus of much of this work involved consulting with analysts and investors concerning investment decisions at major mutual and hedge funds in the U.S. and Europe.

I earned a Certificate in Financial Planning from Boston University.

I am a member of the National Association of Personal Financial Advisors (NAPFA) the major professional organization for fee-only financial  planners.

When you work with me, you can expect:

  • Straight talk. I don’t sell any financial products nor do I receive any commissions. As fee-only financial advisors, my only compensation is what you pay for my professional advice. My complete focus is on what is best for you.
  • All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that I pay a lot of attention to areas of your financial life that others often overlook or ignore.
  • Access. Life is constantly changing. For one annual retainer fee, you can meet with me or speak to me as often as is necessary to help you accomplish your financial goals. You can also choose to work with me on a more limited project basis.
  • Value for your money. I am committed to providing value that exceeds my fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than she charges you?
  • The highest professional standards. I am committed to providing the ethical and professional treatment you deserve.

Would you worry less with a professional fee-only financial advisor on your side? Contact us to learn more about the financial strategies that will help you achieve your goals.

Contact us today.

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