A complete list of active advisors currently associated with Marian Investor Coaching, Inc.

Warmer can help you find a great advisor at Marian Investor Coaching, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Marian Investor Coaching, Inc., 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.

You can also browse Marian Investor Coaching, Inc.'s office locations.