Marian Financial Services, Inc. has entered into a Succession Plan agreement with Compass Financial Management, LLC as of August 17, 2026. The Succession Plan between these two firms is simple. Rick M. Allison is now an Investment Adviser Representative (IAR) with Compass Financial Management, LLC and remains your main point of contact. Marian Financial Services, Inc. will be withdrawn as a Registered Investment Adviser soon. All future business with Rick M. Allison will be conducted through Compass Financial Management LLC.
There is no upfront payment to Marian Financial Services, Inc. or Rick M. Allison. Mr. Allison is simply affiliating with Compass Financial Management, LLC and he is sharing his fees with them. This arrangement removes potential conflicts of interest between these two firms.
This Succession Plan insures that clients will be taken care of if an accident, illness, death or retirement occurs in regard to Mr. Allison.
Mr. Allison will place new prospective clients with Compass Financial Management LLC.
Contact Rick M. Allison for more details. See Home page for contact information.