Marian Financial Services, Inc.

Overview

Marian Financial Services, Inc. is an independent registered investment adviser that serves individuals, families and small institutions. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection and oversight of third‑party advisers. Fee arrangements include percentage of assets under management, hourly charges and fixed fees, giving flexibility to match client needs. Investment activity centers on liquid equity markets: the firm shows a clear preference for exchange‑traded equities as the primary vehicle for portfolio construction. Marian Financial Services acts as a capital allocator when engaging third‑party managers, particularly for non‑core or specialized exposures. Advisory activity is primarily discretionary, allowing the firm to implement tactical and strategic allocations on behalf of clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices