A complete list of active advisors currently associated with Marchi Investments LLC

Warmer can help you find a great advisor at Marchi Investments LLC or one who fits your needs even better.

Marchi Investments LLC is a state-registered investment adviser that generally provides investment management and financial planning for individuals and high-net-worth clients. The brochure lists services such as risk-tolerance assessments, asset allocation and selection, portfolio monitoring, and tailored financial planning. The firm describes an investment approach that combines fundamental security analysis and modern portfolio theory with a preference for low-cost indexing and buy-and-hold strategies, while allowing periodic rebalancing or more active trading when circumstances warrant. Accounts are reviewed at least quarterly and recommendations are described as financial-planning led and tailored to each client’s objectives, risk tolerance and time horizon. Marchi Investments is making an initial Form ADV filing and reported $0 in assets under management as of December 31, 2025, which distinguishes it as a newly formed advisory practice. The brochure’s fee-negotiation language (which explicitly references the nature of the relationship, “e.g., institutional or private client,” and other client-specific conditions) indicates an openness to serve non-individual entities — such as corporate, pension, charitable, insurance, banking, other-adviser or similar institutional clients — a set of client types that is less common among solo independent advisers.

To learn more about the advisors currently working at Marchi Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.