Mari Legacy Group, LLC

Mari Legacy Group is a small, independent advisory firm that provides asset management, comprehensive portfolio management, financial planning and retirement plan consulting to individuals and a range of non‑individual clients. The brochure discloses the firm manages approximately $29.9 million on a discretionary basis for 22 clients and lists individuals, trusts/charitable organizations, pension and profit‑sharing plans, and corporations/LLCs among its client types.

The firm constructs individualized portfolios using individual stocks, bonds, ETFs, mutual funds, options and alternative investments, and may employ direct indexing and third‑party sub‑advisors to implement strategies. Portfolios are monitored and rebalanced periodically, and the firm describes using multiple analysis methods (fundamental, technical, quantitative, cyclical, sector and qualitative) and a range of trading techniques (including margin and options) as appropriate to client objectives.

What is notable in this brochure is the breadth of client types and services for a solo practitioner: the firm documents retirement plan consulting consistent with ERISA fiduciary duties, work for pension/profit‑sharing plans and corporate/charitable clients, and oversight in selecting third‑party money managers. The brochure also discloses that a firm principal offers separate bookkeeping services under a distinct engagement (a potential conflict is acknowledged), and that the firm recommends custodians including Charles Schwab and Allianz Life of North America.