Our Story

Marine Street Financial got its start in 2013, when Perry Bacon (President), Daniel Racicot (CIO), and Conor Fitzpatrick (CFO) set out to build something different — an advisory firm that put personalized, comprehensive guidance ahead of anything else, drawing on the experience they'd built together at Morgan Stanley. As the firm grew, so did the team: Charles Mackay joined the following year as our client base expanded, David Wiley came on board in 2021 to support our growing retirement plan business, and Joe Maier joined not long after as we continued to build out our advisory team.

In 2024, we took a big step forward, transitioning to LPL Financial — one of the nation's most recognized names in financial services. That move opened up a wider world of resources and options for our clients, from 401(k) distributions and college savings plans to estate planning, IRAs, insurance, and retirement strategy. But what hasn't changed is what got us started in the first place: a team that genuinely cares, brings real expertise to the table, and treats your future like it matters — because to us, it does.

MEET RED,

Our unofficial Director of Morale (and occasional office greeter). He may not have a Series 7, but he's every bit as much a part of the Marine Street team as everyone standing behind him.