MAR FP is fee-only: I do not sell any products or receive any commissions or compensation from any source other than you.

MAR FP is accessible: I believe the flexible services and pricing options coupled with fees less than the industry average and the lack of a portfolio minimum make my services not only affordable, but accessible to virtually everyone needing the guidance of a CERTIFIED FINANCIAL PLANNER™ professional. You don’t have to be wealthy or have six-figure incomes to work with MAR FP.

MAR FP is flexible: Financial planning engagements can be arranged à la carte, by the hour, or by retainer for a comprehensive plan. I also do not impose a minimum investment portfolio size to manage. There are no requirements for a long-term commitment unless you want one. In addition, we can meet in-person where it is convenient for you or virtually.

MAR FP is transparent: I believe in transparency and never want you to wonder if I am making a recommendation because there's something in it for me. There’s not. In short, I am on the same team as you.