Marian Financial Services, Inc.

Fee-Only Fiduciary Registered Investment Adviser serving clients in Florida, California, Louisiana, and Texas.

Certified Financial Planner® Rick Allison has been helping clients since December 1, 1992.

We act as a fiduciary at all times — we never sell commission-based products.

Why Choose a True Fiduciary?

Many financial “advisors” are actually insurance agents or registered representatives who earn commissions. At Marian Financial Services we work only on a fee basis and always put your interests first.

Our Investment Approach

Model ETF Portfolios – Moderate, Moderately Aggressive, and Aggressive allocations using low-cost index ETFs.
Individual Stock Portfolios – Blue Chip Dividend, Competitive Advantage, Equal Weight S&P 500 Sector, and Momentum strategies.
Conservative Options – CD and Money Market portfolios for emergency funds.

Retirement & 401(k) Guidance

We help with 401(k), 403(b), 457, IRA rollovers, and Roth conversions. For employer plans we partner with Pontera to manage assets directly inside your plan.

Estate Planning Support

We coordinate wills, living trusts, powers of attorney, and other ancilliary documents through Estate Guru. Attorneys licensed in your state are assigned and responsible for the legal documents prepared. See Estate Guru documents below for more information on the process and fees involved.

Contact Rick Allison, CFP®, CASL®, CMFC®

📞 904-460-2700
✉️ rick@marianfs.com

Residential Home Office • Julington Creek Plantation area • St. Johns, Florida 32259
Call for appointment and location details.