Investment Management Strategies for Affluent Individuals, Families, and Business Owners

Welcome, I’m Marlean Komar, an independent financial professional offering comprehensive investment strategies and financial planning services to affluent families, executives, and business owners. My clients have worked hard to build their wealth and want to ensure it lasts.

Whether you’re preparing for retirement or looking for new investment opportunities, I understand the overwhelming financial decisions and uncertainties many people face. My goal is to help clients navigate the complexities of the financial markets by providing easy-to-understand education and objective guidance. As a result, I believe they can feel more confident in their decision making and pursue their vision of financial independence.

Where You Are

We create financial strategies tailored to your goals.

Where You Want To Be

Years of experience have prepared us to guide you through life's transitions.

How You Get There

We believe values matter, and we live by ours every day.

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Download Our App

We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office.

Client Centered

Working closely with my clients, I am dedicated to building long-lasting, generational relationships based on trust. Coordinating my work with their other professionals, such as CPAs and attorneys, I strive to develop a cohesive strategy that comprehensively addresses their biggest concerns, from tax mitigation to estate planning.

Based in Pembroke, Massachusetts, I work with clients throughout the East Coast and New England area, including Connecticut, Maryland, New Hampshire, Pennsylvania, and Rhode Island. Contact me today to schedule a complimentary consultation

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