Marian Investor Coaching, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Marian Investor Coaching, Inc. provides investor coaching and co-advisory referral services, preparing a Portfolio MRI report for prospective clients and directing investment accounts to an unaffiliated money manager for day-to-day portfolio management. The firm does not take custody or execute trades on client accounts and reports no discretionary or non‑discretionary assets under management.
MIC’s role is primarily advisory and supervisory rather than direct security selection: it evaluates and selects a third‑party money manager and periodically reviews that manager for continued adherence to client objectives. The firm relies on the recommended manager’s Matson Fund Platform and its Free Market Portfolio Theory, a funds‑of‑funds approach that allocates across domestic equity, international equity and fixed income with broad global diversification.
What distinguishes MIC from many peers is its emphasis on investor coaching and educational engagement combined with advisor‑selection activity rather than acting as a traditional portfolio manager. The firm’s principal conducts an affiliated insurance business and MIC offers oversight for specially designed fixed index annuities, may provide services on a flat‑fee or hourly basis, and formally participates in selecting other advisers and custodians on behalf of clients.
Client services
Expertise
Fee options
Portfolio MRI® one-time flat fee ranging from $250 to $500, negotiable
$0 - $500,000: 0.95% annually $500,000 - $1,000,000: 0.85% annually $1,000,000 - $4,000,000: 0.75% annually $4,000,000+: 0.50% annually
$150 per hour, negotiable
Fee-only: Portfolio MRI® flat fee $250 to $500; Hourly fee $150 per hour
Main office
See office698 Oldefield Commons Drive, Suite 1
Greenwood IN 46142
Advisors at this office
3
Offices (2)
Most active in
Florida · Indiana · Ohio · Texas
Also doing business as
Marian Financial Partners, Inc. · Marian Investor Coaching, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Advisors at this firm
David P
Series 65
Greenwood, IN
Marian Investor Coaching, Inc.
David Page is a Series 65-licensed advisor at Marian Investor Coaching, Inc. with one year of experience in the financial industry. Prior to joining Marian Investor Coaching, he held roles at several technology and energy companies including ZoomInfo Technologies LLC, HubSpot, Inc., Salesforce, and Exxon Mobil. Marian Investor Coaching, Inc. offers investor coaching and co-advisory referral services, preparing Portfolio MRI reports and directing client investments to unaffiliated money managers for ongoing portfolio management. The firm emphasizes investor education and advisor selection rather than acting as a traditional portfolio manager.
Bryan W
Series 65
Greenwood, IN
Marian Investor Coaching, Inc.
Bryan Weiss is a financial advisor with Marian Investor Coaching, Inc., holding a Series 65 credential and bringing 20 years of industry experience. His prior experience includes roles at Frank & Kraft Wealth Coaching, Inc., Marian Financial Partners, Inc., and Asset Preservation Alliance Inc. Outside of his advisory work, he serves as president of Asset Preservation Alliance Inc., an insurance agency. Marian Investor Coaching, Inc. provides investor coaching and co-advisory referral services, focusing on selecting and overseeing third-party money managers rather than direct portfolio management. The firm emphasizes investor education and advisory services, utilizing a funds-of-funds investment approach through the Matson Fund Platform.
Joseph R
Series 65
Greenwood, IN
Marian Investor Coaching, Inc.
Joseph Ray is a financial advisor at Marian Investor Coaching, Inc. in Greenwood, IN, holding a Series 65 designation with 12 years of industry experience. He has been with Marian Financial Partners, Inc. since 2013 and also works as an actuarial analyst at WellPoint, Inc. outside of his advisory role. Marian Investor Coaching, Inc. provides investor coaching primarily to individual investors and related entities, operating through a co-advisor model by referring clients to Matson Money, Inc. The firm focuses on adviser selection and oversight, offering Portfolio MRI reports and fee-for-service educational engagements rather than directly managing client assets.
Ricky O
Series 65
Indianapolis, IN
Marian Investor Coaching, Inc.
Ricky Ormes is a financial advisor at Marian Investor Coaching, Inc. based in Indianapolis, IN, with 15 years of industry experience. He holds a Series 65 designation and has been associated with The Sintz Group since 2007, where he is involved in insurance advisory services for property and casualty, life, and business insurance. Marian Investor Coaching, Inc. provides investor coaching primarily to individual investors and related entities through a referral and co-advisor model, partnering with Matson Money, Inc. The firm focuses on adviser selection, oversight, and educational services, offering one-time Portfolio MRI reports and hourly coaching engagements rather than direct portfolio management.
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