Keystone Heights, FL Office

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.