Elavon, 7118 Arlet Dr, Jacksonville, FL 32211, US

Marchand Faries Financial Management is an independent, fee-only wealth management firm based in Jacksonville, FL. They are dedicated to providing personalized investment management and strategic wealth planning services to help clients achieve their financial independence. With a team of experienced professionals, they offer a range of services including investment management, retirement planning, trust advisory, tax services, charitable gifting, and estate planning. At Marchand Faries Financial Management, they believe in tailoring investment plans to each individual's unique situation and goals. They take a disciplined and strategic approach, starting with a thorough understanding of the client's current investments and risk tolerance, to create a plan that is expected to perform well in the long and short term. Their team works closely with clients to ensure their golden years are financially secure and assist with pre-retirement planning. They also provide trust advisory services, tax analysis, and support for charitable gifting and estate planning. As a member of the National Association of Personal Financial Advisors (NAPFA), they adhere to a fee-only standard and always prioritize their clients' best interests.Generated from the website