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Text Content

 * About Us
   * Who We Are
   * How We Think
   * Who We Serve
     * The Professional Couple
     * On Her Own
     * The Retiring Business Owner
     * The Active Family
     * The Academic
     * The Inheritor
     * The Wall Street ‘Do-It-Yourselfer’
     * The Professional Single Mom
   * Community
   * Regulatory and Disclosures
 * Services
   * Wealth Management at MFA
   * Our Process
   * 401k Plan Services
 * MFA Insights
 * Contact Us
 * Client Login


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THE PROFESSIONAL COUPLE



A couple in their late 50s came to us looking for a more personalized
relationship with a financial advisor who could offer appropriate guidance and
advice as well as sensible investing…



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THE ACADEMIC



The professor had a big decision to make. An accomplished professional and head
of his department, he was being recruited to a competing university at a higher
salary. He asked us for help in evaluating the offer…



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THE ACTIVE FAMILY



A working couple with school age children had $1,800,000 in 14 investment
accounts at 5 different banks and brokerages. They realized there was little
insight into how their money was invested as a whole…



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THE RETIRING BUSINESS OWNER



A small business owner in his 50’s had been saving money in and investing his
retirement account using stock tips from wealthy clients. In the aftermath of
the dot.com crash, he came to us distraught over the outlook for his future….



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THE INHERITOR



After inheriting $1.5 million from her mother’s estate, an active woman in her
60’s came to us for guidance. She had received a taxable investment portfolio
with 120 equity and municipal bond positions…



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ON HER OWN



Shortly after her divorce our client faced, what was for her, the daunting and
stressful task of managing her own finances…



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THE FINANCIAL ‘DO-IT-YOURSELFER’



With an MBA degree from a top ranked business school and 25 years of Wall Street
experience, you would not expect this professional to seek financial advice.
However, as an ‘informed delegator’, has become quite a happy MFA client…



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THE PROFESSIONAL SINGLE MOM

Melissa is proud to be raising a daughter as a single mom while practicing law
at a high level. Always careful in planning for the future, Melissa wanted to
make sure she was managing the fruits of her hard work and on the right track to
fund her daughter’s college education...

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ARE YOU…

ready to get serious about retirement planning? read more

uncomfortable managing your own finances? read more

feeling like your portfolio is a hodge-podge with no real plan? read more


DO YOU…

worry about how to handle your sudden wealth? read more

have the knowledge, but need the discipline? read more

feel prepared to manage your money in retirement? read more


WILL YOU…

have the resources for your children’s education? read more

be able to turn your wealth into an income stream? read more

enjoy life more knowing you have a professional financial ally? read more




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CONTACT INFORMATION

Marin Financial Advisors
80 East Sir Francis Drake Blvd
Wood Island, Suite 1a
Larkspur, CA 94939
415.925.1212 advice@marinfa.com



DISCLOSURE: INFORMATION ON THIS WEBSITE IS FROM SOURCES BELIEVED TO BE RELIABLE.
NONE OF WHAT IS POSTED HERE IS TO BE CONSTRUED AS INVESTMENT ADVICE NOR IS IT A
RECOMMENDATION TO BUY OR SELL SECURITIES. MFA ENCOURAGES CONSUMERS OF FINANCIAL
SERVICES TO KEEP THEIR BRAINS ENGAGED WHEN RECEIVING FINANCIAL ADVICE. PAST
PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. IF SOMETHING SEEMS TOO GOOD TO BE
TRUE, IT PROBABLY IS.