A complete list of active advisors currently associated with Marin Financial Group

Warmer can help you find a great advisor at Marin Financial Group or one who fits your needs even better.

Marin Financial Group is a small independent registered investment adviser that provides financial planning, discretionary portfolio management, cash-flow analysis, asset-allocation advice, and referrals to accounting and estate-planning professionals for individuals, families, small businesses, trusts and retirement plans. As disclosed in the firm brochure, it manages roughly $4.8 million in assets across seven client accounts and typically operates with discretionary authority on client portfolios. The firm’s investment process begins with an in-depth client interview to assess objectives and risk tolerance, then implements one of three primary strategies — long-term asset allocation, concentrated equity portfolios, or income-focused portfolios — using mutual funds, individual securities, or a combination. Reviews and adjustments are generally infrequent (commonly annual or quarterly), clients may impose written restrictions or decline discretionary authority, and the firm may recommend third‑party managers when appropriate. Compared with many solo independent advisers, Marin Financial Group’s very small client roster and that all reported AUM is managed discretionary suggest a highly individualized relationship and portfolio oversight. The firm relies on a model-based platform and independent custodian services (including the option of selecting individual money managers), states it does not accept soft-dollar benefits, and discloses no affiliations or compensation arrangements with recommended third‑party managers.

To learn more about the advisors currently working at Marin Financial Group, 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.