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Marriott Organization, Inc.

Gain from an independent perspective.

Marriott Organization, Inc. is an independently owned financial consulting firm with more than 40 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment and planning needs. Whether you are just starting to save for your future, or are a seasoned investor, Marriott Organization, Inc. has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective. 

Although we have many small individual clients, our focus has always been on business owners and the problems they face such as succession planning, keeping good employees and integrating business plans with personal plans. Estate planning is of paramount importance in this work, and coordinating the estate and personal plans with her other members of the planning team such as your attorney or CPA is always a top priority. With many years of experience in business continuance, estate planning and qualified and non-qualified plans, we feel confident we can assist in your planning – both personal and business.

Helpful Content

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.