Greenwood, IN Oldefield Commons Drive Office
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Marian Investor Coaching, Inc.
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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.
Based on Marian Investor Coaching, Inc.
Expertise
Based on Marian Investor Coaching, Inc.
Location
698 Oldefield Commons Drive, Suite 1
Greenwood IN 46142
Advisors at this office
3
Advisors at this office
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.
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