Michael C Marge

Raised in a family active in our community, I learned from an early age that understanding the needs and wishes of those around us is essential to help folks move forward, whether through challenging times or staying focused on goals in better times. Those early lessons led me to the work I love, as a financial advisor. By helping others build, maintain, protect and transfer their wealth, I’m empowering my neighbors to invest in the businesses, organizations, people and communities they believe in.

My practice is based on four core values:
1. Integrity: in all we do, all the time.
2. Stewardship: careful, responsible, diligent service in your best interest.
3. Partnership: from our firm's structure to our personal relationships with you, your family and your trusted team.
4. Generosity: giving our time, efforts and resources to improve the lives of those around us.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.

I offer honest, straight-forward conversations to those I serve. I want to understand what's most important to you, so I listen. Once I understand your objectives, we work together to evaluate your tolerance for risk and your existing progress toward your goals. Finally, we develop a cost-effective strategy to help you make your dreams a reality and partner with you to help keep you on track.

I believe the Edward Jones philosophy of intentional investing; high-quality, diverse, long-term holdings; and frequent face-to-face meetings rings as true today as ever.

Our branch office team cares deeply about what’s important to our clients and address their needs in a timely and effective manner. Call our office today to start the conversation about how we can help you achieve your financial goals.