Marchand Faries Financial Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high‑net‑worth clients, including retirement planning, trust advisory, tax and estate planning, family legacy work, and charitable gifting. The fee‑only firm manages roughly $139 million in discretionary client assets and delivers monthly statements and performance reports.
The firm constructs customized portfolios using individual stocks and bonds, exchange‑traded funds, and no‑load mutual funds, applying fundamental analysis with both long‑ and short‑term strategies and periodic rebalancing based on market conditions and client circumstances. As fiduciaries, they require written authorization for discretionary trading and routinely coordinate with clients’ attorneys, accountants, and insurance professionals to integrate tax and estate considerations into investment decisions.
Several operational and service practices distinguish the firm from many peers: it routinely requires clients to direct custody and trade execution to its recommended qualified custodian and discloses a policy of not aggregating client trades, which can result in different execution prices across accounts. The advisory team also includes principals with legal and accounting credentials (who do not practice), and the firm provides more detailed trust‑administration services — including annual accountings for court‑supervised trusts — than is typical for firms of comparable size.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.75% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001+: 0.25% annually
Minimum fee: $750 annually, charged quarterly in arrears, minimum fee may be waived at discretion Fee-only: Fee-only independent financial advisor, no commissions
Main office
See officeJupiter FL
Advisors at this office
2
Most active in
Colorado · Florida · North Carolina
Also doing business as
Marchand Faries Financial Management Inc · Marchand Faries Financial Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
John F
Series 65
Jupiter, FL
Marchand Faries Financial Management, Inc.
John Faries II is a financial advisor at Marchand Faries Financial Management, Inc. with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Columbine Federal Credit Union and currently serves as Chief Financial Officer of Pivot Lending Group, a mortgage lender. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The firm constructs customized portfolios using stocks, bonds, ETFs, and mutual funds, applying fundamental analysis and periodic rebalancing, while integrating tax and estate considerations through coordination with clients’ other advisors.
Jennifer S
CFP®, Series 65
Jupiter, FL
Marchand Faries Financial Management, Inc.
Jennifer Sheffler is a CFP® with six years of industry experience, currently serving as a financial advisor at Marchand Faries Financial Management, Inc. since 2020. Prior to this, she worked for three years at Automotive Management Services, Inc. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The firm constructs customized portfolios using fundamental analysis and coordinates with clients’ legal and tax professionals to integrate estate and tax considerations into investment decisions.
Stephen F
Series 63, Series 65
Keystone Heights, FL
Marchand Faries Financial Management, Inc.
Stephen Faries is a financial advisor at Marchand Faries Financial Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Marchand Faries since 1996. He is also a member of the Missouri Bar Association. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The fee-only firm manages approximately $139 million in discretionary assets and offers customized portfolios using fundamental analysis and coordination with clients’ other professional advisors.
Jane M
Series 63, Series 65
Keystone Heights, FL
Marchand Faries Financial Management, Inc.
Jane Marchand is a financial advisor with Marchand Faries Financial Management, Inc. in Keystone Heights, FL. She holds Series 63 and Series 65 designations and has 29 years of industry experience. Marchand has been with Marchand Faries Financial Management since 1996. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The fee-only firm manages approximately $139 million in discretionary assets and offers customized portfolios using stocks, bonds, ETFs, and no-load mutual funds, combining fundamental analysis with both long- and short-term strategies.
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