Fiduciary Guidance
for Individuals & Plan Sponsors
Comprehensive financial guidance grounded in fiduciary responsibility.
How We Serve Clients
For Individuals
Personalized financial planning and investment guidance tailored to your goals.
For Plan Sponsors
Fiduciary support and retirement plan consulting for businesses and plan sponsors.
Why PlayBook Advizor
Retirement Plan Expertise
Experienced support for both individual investors and employer-sponsored plans.
Personalized Guidance
Strategies tailored to each client’s goals, timeline, and financial situation.
Fiduciary Commitment
Advice grounded in acting in our clients’ best interests at all times.
What Clients Say
“When I began working with Marianna over five years ago, her approach was a welcome change from the typical financial advisors I had encountered. She focused on building a collaborative working relationship and encouraged me to understand the concepts behind my financial plan.
I still occasionally reach out with questions about market news and how it relates to my strategy, and each time she helps me keep the bigger picture in focus.”
— Eric C.*
“I first met Marianna while she was supporting my company’s 401(k) plan, and her thoughtful approach stood out. When I later changed companies, I reached out to continue working with her.
She has become an important resource as I think through major financial decisions. I value her collaborative style and appreciate the perspective she brings to my planning.”
— Maria I.*
*Testimonials appearing on this website are from current clients. No compensation was provided for these testimonials. They may not be representative of the experience of all clients and are not a guarantee of future performance or success.