Boutique Advice.
Fiduciary Focus.
PlayBook Advizor is an independent registered investment advisor providing thoughtful, fiduciary guidance to individuals, families, and retirement plan sponsors.
Our Philosophy
We believe effective financial advice should be thoughtful, transparent, and aligned with your goals — not driven by product sales or commissions.
Our approach is built on:
Clear, practical guidance
Disciplined investment oversight
Strong fiduciary process and documentation
Long-term partnership and accountability
Every recommendation is grounded in a structured process designed to support prudent decision-making over time.
Who We Are
PlayBook Advizor is a state-registered investment advisor committed to delivering objective, personalized financial guidance. As an independent fiduciary, we are legally and ethically obligated to act in our clients’ best interests at all times.
We work with individuals, families, and retirement plan sponsors who value organization, clarity, and a disciplined long-term approach to financial decision-making. Our role is to simplify complexity, strengthen oversight, and help clients move forward with confidence.
Why PlayBook Advizor
Clients choose PlayBook Advizor for a more focused, personal advisory relationship. As a boutique firm, we prioritize responsiveness, clarity, and disciplined follow-through.
Our goal is simple: to provide steady, fiduciary guidance that helps you make confident financial decisions today and over the long term.
Marianna Beddard, AIF®
Founder & Financial Advisor
Marianna Beddard is the Founder and Financial Advisor of PlayBook Advizor, an independent investment advisor focused on delivering thoughtful, fiduciary guidance to individuals, families, and retirement plan sponsors.
With over 13 years of industry experience, Marianna brings a disciplined, process-driven approach to financial advice. Prior to founding PlayBook Advizor, she served as a Premier Advisor with Wells Fargo Advisors Private Client Group, where she worked closely with clients on investment strategy, retirement planning, and long-term portfolio oversight.
Marianna holds the Accredited Investment Fiduciary® (AIF®) designation and is licensed to practice law in California. Her background provides clients with an added layer of fiduciary, regulatory, and governance awareness — particularly valuable for retirement plan sponsors and committees.
Marianna does not provide legal services through PlayBook Advizor.
As a boutique firm owner, she prioritizes responsiveness, clarity, and proactive support, building long-term advisory relationships grounded in trust and accountability.
Meet Your Advisor
Start the Conversation
If you’re looking for thoughtful, fiduciary guidance, we welcome the opportunity to connect.