Advisors at this firm
Bryan W
Series 65
Greenwood, IN
Marian Investor Coaching, Inc.
Bryan Weiss is a financial advisor with Marian Investor Coaching, Inc., holding a Series 65 credential and 19 years of industry experience. He has worked at Frank & Kraft Wealth Coaching, Inc. and Marian Financial Partners, Inc. since 2010 and 2015 respectively, and he is also president of Asset Preservation Alliance Inc., where he conducts insurance agency activities. Marian Investor Coaching, Inc. provides investor coaching primarily to individual investors and serves as a co-advisor by referring clients to an unaffiliated money manager, Matson Money, Inc. The firm focuses on adviser selection and oversight, preparing Portfolio MRI reports and offering fee-for-service educational work rather than directly managing assets.
Joseph R
Series 65
Greenwood, IN
Marian Investor Coaching, Inc.
Joseph Ray is a financial advisor at Marian Investor Coaching, Inc. in Greenwood, IN, holding a Series 65 designation with 12 years of industry experience. He has been with Marian Financial Partners, Inc. since 2013 and also works as an actuarial analyst at WellPoint, Inc. outside of his advisory role. Marian Investor Coaching, Inc. provides investor coaching primarily to individual investors and related entities, operating through a co-advisor model by referring clients to Matson Money, Inc. The firm focuses on adviser selection and oversight, offering Portfolio MRI reports and fee-for-service educational engagements rather than directly managing client assets.
Ricky O
Series 65
Indianapolis, IN
Marian Investor Coaching, Inc.
Ricky Ormes is a financial advisor at Marian Investor Coaching, Inc. based in Indianapolis, IN, with 15 years of industry experience. He holds a Series 65 designation and has been associated with The Sintz Group since 2007, where he is involved in insurance advisory services for property and casualty, life, and business insurance. Marian Investor Coaching, Inc. provides investor coaching primarily to individual investors and related entities through a referral and co-advisor model, partnering with Matson Money, Inc. The firm focuses on adviser selection, oversight, and educational services, offering one-time Portfolio MRI reports and hourly coaching engagements rather than direct portfolio management.
