Marin Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$7,700,000
Clients
40
Advisors
1
of 1 employees
About
Marin Financial serves individuals, high-net-worth clients, trusts, estates and charitable organizations, delivering discretionary asset management, financial planning (full plans and hourly consultations), and retirement-plan advisory services. The firm provides ongoing portfolio monitoring, periodic performance reporting, and both limited-scope (3(21)) and full discretionary (3(38)) ERISA plan services for qualified retirement plans.
The firm’s investment approach combines fundamental and technical analysis with a macroeconomic framework that monitors global liquidity, central bank policy, geopolitical risk and government actions. Portfolios may include approved alternative assets — including commodities, REITs and cryptocurrencies — and can temporarily deviate from traditional allocations (for example, to larger cash or alternative positions) when the firm identifies heightened inflationary or geopolitical risk; trading is executed through a designated custodian/broker-dealer.
What is distinctive about Marin Financial relative to many small independent advisors is its affiliated insurance practice — the firm’s principal is a licensed insurance agent and may receive commissions for insurance products, a conflict the firm discloses and manages — and the firm’s explicit offering of pension consulting and ERISA 3(21)/3(38) services. The lead advisor’s CFP certification and graduate finance credential, combined with the integration of technical analysis and alternative-asset allocations into both individual and plan-level strategies, further differentiate its service mix from peers.
Client services
Expertise
Fee options
1% annually flat rate for discretionary asset management
$250 per hour for financial planning and consulting services
Main office
Lancaster PA
Advisors at this office
1
Most active in
Michigan · Pennsylvania · Texas
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
Quick links
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