Marchand Faries Financial Management

Marchand Faries Financial Management, located in Keystone Heights, FL, is an independent fee-only wealth management firm dedicated to helping clients achieve financial independence through personalized investment management and strategic wealth planning. The firm prides itself on being a trusted advisor, adapting to the unique financial goals and situations of each client.

With a comprehensive range of services including retirement planning, trust advisory, tax services, charitable gifting, and estate planning, Marchand Faries Financial Management emphasizes a strategic approach tailored to each client's risk tolerance and future aspirations. Their client-focused philosophy ensures that families are equipped to manage their lifestyles and create sound financial plans that reflect their hard work and dedication.

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