We advise business owners on their company retirement plans, and individuals and families on retirement and investments.
Marine Street Financial got its start in 2013, when Perry Bacon, Daniel Racicot, and Conor FitzPatrick set out to build an advisory firm around personal, comprehensive advice. Charles Mackay joined the following year. David Wiley, who began with the firm as an intern in 2021, and Joe Maier joined the advisory team in 2024 as our retirement plan practice grew.
In 2024 the firm moved to LPL Financial, which broadened the resources available to our clients, from company retirement plans and IRAs to college savings, insurance, and coordination with estate planning attorneys. What has not changed is how we work: direct access to your advisor, plain answers, and planning built around your goals.
Perry Bacon, Daniel Racicot, and Conor FitzPatrick establish Marine Street Financial.
The advisory team grows to four.
David Wiley and Joe Maier join the advisory team as the retirement plan practice grows.
Advisory and brokerage assets, with a 99% client retention rate.
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