Marchand Faries Financial Management, INC.

Marchand Faries Financial Management is an independent registered investment advisor based in Jupiter, Florida, that has been serving clients since 1996. The firm specializes in personalized investment management and family wealth services, including retirement planning, tax strategies, estate planning, trust advisory, charitable giving, and multi-generational family legacy planning. Marchand Faries Financial Management builds customized portfolios using individual stocks, bonds, exchange-traded funds, and low-cost mutual funds tailored to each client's specific goals, risk tolerance, and tax situation. The firm operates with a fee-only structure, meaning they do not earn commissions on product sales, and they maintain the authority to make trades on behalf of clients without asking first.