Independent financial advice in Lancaster, PA
Marin Financial LLC is an independent, state-registered investment adviser in Lancaster, Pennsylvania (CRD 325239). Advice is provided by Brian L. Tribbitt, MBA, CFP® (CRD 7186144), the firm’s owner and investment adviser representative. We are not a broker-dealer, and we are not affiliated with Marin Financial Advisors, LLC of Larkspur, California (CRD 135872).
Advisory Services Designed for Clarity and Confidence
Comprehensive Financial Plan
A full assessment covering cash flow, taxation, investment strategy, risk management, and estate considerations.
Portfolio Management
Sequenced withdrawal planning and tax-efficient income sourcing to extend portfolio longevity.
Retirement Income Strategy
Continuous monitoring and rebalancing aligned with documented risk tolerance and market conditions.
Schedule a Private Consultation
A dedicated session allows for a detailed review of current financial positions, goal articulation, and recommended next steps.
A one-advisor independent RIA
Marin Financial LLC provides financial planning, investment management, and risk-aware portfolio construction for individuals, families, trusts, estates, and charitable organizations. Work is done by Brian L. Tribbitt, MBA, CFP® — a one-advisor independent RIA. The firm began offering advisory services in 2023.
