Passion. Integrity. Diligence.

Andrew V. Marin found his drive for estate and business planning while working in financial planning. He works with families and business owners to help them plan for lives of significance. He finds reward providing confidence, clarity, and real results from comprehensive planning. Andrew’s family immigrated to the United States from Europe after WWII and raised him to cherish the freedoms we have.

Who We Help. We serve individuals and families plan for their future and memorialize their wishes. We guide entrepreneurs through entity selection, on-boarding, and general business matters.

Pricing. While we are not expensive, we are not cheap. We are somewhere in the middle and you will know what you pay for up front!

A Word On Tech. Technology is a wonderful tool, but often has the added ability to complicate matters: do it yourself planning, e-forms, etc. Don’t buy into everything you read!

We believe choosing to help people successfully protect what they’ve built means you are totally devoted to it; that you will protect it as if it were your own. That is the energy that sets us apart.