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Helping You Achieve Financial Freedom

OUR MISSION

Many individuals assume when they hire a financial advisor, they’re hiring someone who will do what’s best for them. While we believe all advisors should be held accountable to their clients because it’s the right thing to do, as a fiduciary, we are also legally required to act in your best interests.

This is just one of the many factors that set our team apart. We believe change starts within, and we are committed to transforming financial services starting with our core values.

Only 18% of financial services firms are held to this standard (known as Registered Investment Advisors) and we are proudly part of this group.

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OUR core values

We're Here to Serve, Not to Sell

We are a fee-based advisory firm, which means our team members don’t receive commission for selling a certain investment or insurance product. We are a fiduciary, meaning we are legally liable and morally driven to do right by our clients.

We Honor Client Values

We respect our client’s preferences in investing and offer guidance on what those preferences may mean in terms of risk and rewards.

We Care About the Service Experience

We care deeply about our clients and their financial lives and strive to do right by them. We want every one of our clients to feel valued and so well taken care of that they would recommend us to a friend.

We’re In It for the Long Haul

Your life is constantly changing, and your financial plan should too. While some agencies take a “fix it and forget it” approach, we revisit your investment strategies and insurance solutions regularly to ensure you are still on track.

Combining Experience and Technology

We leverage expertise from in-house CPA, CFP, valuation, and advisory resources to craft your unique financial plan and help you reach your financial goals.

Fiduciary

MRZ Financial is a fiduciary and we don’t take that responsibility lightly. We are legally required to act in your best interest. More importantly, we want to act in your best interest! We’re dedicated to reaching your financial goals and we respect your values, and act accordingly.

Fee-based Advisory Services

Our advisory services are fee-based. This means our individual employees don’t get a commission for selling specific investment or insurance products to you, so you can be sure they offer unbiased opinions on the best options for you.

Values-based Financial Guidance

Often, investment advisors jump into a conversation with financial jargon and don’t stop to find out what it is you’re really looking to accomplish with your wealth. It could be support for loved ones, a philanthropic legacy, or simply security that you have funds if anything goes wrong. Goals change constantly. Values (e.g., family, security, education) almost never change. We create a plan based on your values.

Strategic Partners

From the beginning, we wanted the best. The best people. The best processes. The best tools. Access to the best markets. We believe we’ve found the best through our strategic partnerships, allowing us to offer you an integrated service solution supported by experienced advisors, user-friendly financial planning technologies and quality investment vehicles and insurance products.

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how your MRZ Financial team works to benefit you

We understand complex financial situations require an integrated approach. Our team is equipped to address the complex intersections of life’s personal, tax, investment, estate, business and other planning needs.

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meet the team

The MRZ Financial team and associated advisors come from diverse backgrounds, including investments, insurance, tax, audit, and other financial services. Their credentials include CPA, CFP, PFS, TEP, and more. Learn more about our team of advisors and their individual experience on our team page.

THE MRZ FINANCIAL TEAM