Mari Legacy Group, LLC

Mari Legacy Group, LLC is a financial advisor firm established in 2023, operating as an investment adviser since that time. The firm specializes in providing a wide array of investment advisory services to individuals and various client types. As a fiduciary, Mari Legacy Group, LLC is committed to acting in the best interest of clients and maintaining open communication to help clients achieve their financial goals while considering risk tolerance and time horizons. The firm offers services such as Asset Management, Comprehensive Portfolio Management, and Financial Planning & Consulting. Clients have the option to grant investment discretion to the firm, allowing them to execute securities transactions on their behalf. Mari Legacy Group, LLC does not charge performance-based fees and does not accept proxy authority to vote client securities. Clients are encouraged to review the firm's Brochure and Brochure Supplements for more information on the qualifications of the firm and its employees. The Chief Compliance Officer, Connie Webb, leads the firm with a background in Psychology and Business Administration, along with relevant industry licenses and certifications. Mari Legacy Group, LLC recommends the use of Charles Schwab & Co., Inc. as a qualified custodian and broker, providing clients with access to a broad range of investment products and services. The firm does not receive soft dollars in excess of what is allowed by regulations and does not charge performance-based fees. Clients can contact the firm for more information on their services and investment strategies.