MARCHAND FARIES FINANCIAL MANAGEMENT, INC.
SEC RegisteredAn Independent, Fee-Only Wealth Management Firm
About the firm
Since 1996, Marchand Faries has been helping families reach their goals through utilizing a strategic, disciplined approach to financial lives. They provide comprehensive investment management and strategic wealth planning tailored to each client's goals, serving as a trusted advisor delivering thoughtful guidance and long-term financial confidence.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, retirement planning, trust advisory, tax services, charitable gifting, estate planning, and family legacy planning.
Who they serve
Families, including trustees of Revocable Living Trusts and other trusts, who value their lifestyles and seek sound financial planning across every stage of life.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 48 | $34M |
| High Net Worth Individuals | 42 | $104M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of February 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MARCHAND FARIES FINANCIAL MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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