Our Mission

At Marion Douglas, we have the client -- and only the client -- in mind and at heart.

Our mission is to get to know you, understanding your needs, wants, and long-term goals. We want to help you develop and implement a fruitful financial strategy that’s designed and tailored specifically to address your individual situation.

We understand the challenges that families and individuals face today, from managing debt to saving for college to putting money away for retirement. Personal financial planning can be overwhelming, and we want to utilize all our tools on hand to help you pursue your goals. 

We believe in thinking out of the box, and we are unafraid to challenge conventional wisdom in our approach to investing and preserving wealth. For this reason, we are ready to pour all of our energy, commitment, and efforts into you, our client, to ensure your success and satisfaction.