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Marchand Faries Financial Management, Inc.

What makes us different?

First and foremost, we work for you. We are completely independent, with no obligation to sell any particular product or service. We will always act in the best interests of our clients and believe that honesty is the key to strong, lasting relationships.
From technology to professional development through continuing education, we continue to improve ourselves and our service to you. We believe our collaboration with your other professionals is in your best interest. Financial planning and asset management are only tools to achieve a goal. The real goal is to help our clients plan for and achieve their dreams.

Investment philosophy

First, we believe that any sound investment plan must be tailored to the specific needs of each client; therefore, we spend a tremendous amount of time listening to our clients’ investment objectives. Then, and only then, can we create a plan to help them achieve their goals.
Second, we believe any wealth building strategy must encompass asset allocation and investment diversification. A successful wealth building plan should provide peace of mind, and this is what we help our clients achieve.
We encourage our clients to develop reasonable expectations. Accumulating wealth is a long process that requires patience and discipline. We understand the stock market is not a gambling casino, but rather an investment forum. Our clients have plenty of choices, but they choose us because of our exceptional service. This is evidenced in the tremendous number of our clients that refer us to their friends, family members and business associates.

Added value

Our clients have a multi-generational mindset when it comes to their families. We help them see the big picture of their financial lives and help them solve issues that are important to them. We don’t sell anything and take a common sense view of investing and growing wealth for your future and the future of your family.

No conflict of interest

As an independent fee-based financial advisor we have no products to sell or commissions to earn. Our motivation is to implement the best investment allocation for you and your family based on your financial objectives and risk tolerances, and we act exclusively in the best interests of our clients.

Long-term focus

Our clients’ primary goal is to grow and sustain their families’ wealth for themselves and future generations. We help them achieve that by following our disciplined strategic investing approach, which includes tactical adjustments to factor in trusts, taxes and charitable gifting.

Security of your assets

The assets invested with us will remain under our clients control and will be held by an independent custodian. This brokerage firm will independently price the securities and send directly to you all trade confirmations and monthly statements. We will deliver any necessary 1099 forms and provide web access detailing all aspects of your account.

A customized investment strategy

Our strategy is to develop and maintain a portfolio designed to meet clients’ specific goals regarding taxes, gifting and legacy planning.

Jane E. Marchand, President/Co-founder
Before forming MFFM in 1996, Jane Marchand’s background was in personal trust services, estate planning and investments. During her career, Jane has assisted numerous individuals with a variety of unique situations in planning for their future. She has a Bachelor of Commerce degree from Sir George Williams University in Montreal Quebec Canada with a major in finance and a minor in accounting. She is a graduate of the Florida Bankers Association’s Florida Trust School. Jane has a Registered Investment Advisors License (Series 65) and she enjoys horses, skiing, diving, travel and old Mini Coopers.

Stephen T. Faries, Vice President/Co-founder
Prior to the formation of MFFM in 1996, Steve Faries was an employee benefits regional manager, an investment consultant and a corporate attorney. He has a Bachelor of Science degree from the University of Missouri, a Juris Doctorate degree from the University of Missouri Law School and a Masters of Business Administration degree from Rockhurst College. Steve has a Registered Investment Advisors License (Series 65) and enjoys horses, skiing, diving, travel and collecting antique Winchester rifles.

821 Montego Rd., W., Jacksonville, FL 32216 • 904.805.0207 •