MRZ Financial was founded on the desire to offer holistic financial services to business owners and individuals looking for comprehensive guidance. Our professional advisors include CPAs, CFPs, and other business advisors with deep experience in a variety of industries and with varied financial situations. As a registered investment advisory firm and fiduciary, MRZ Financial can help reach your personal and business financial goals. We offer personal financial planning, wealth management, risk management and business retirement plan services. Explore our full offerings below.