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Laura.Marzano@LPL.com
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Working Toward Building and Protecting Your Financial Future In an Effort to Help You Live Life Comfortably.

H.O.M.E. is not only how we want you to feel when you come in, it also stands for how we want you to feel when working with us. Delivering a Highly Objective Meaningful Experience is our goal in working with you. We act as true financial partners. We view every recommendation through the same lens we use for our own families, ensuring you get the same level of care, diligence, and protection that we would demand for ourselves. We are your resource for your financial planning, needs-based insurance, investment management, and legacy planning needs. We offer comprehensive financial planning to complement our investment management and insurance planning services. We are often told clients feel like they’re our only client and that’s exactly how we design our practice to function.  We provide the reassurance that comes from being truly heard.

Welcome H.O.M.E.
The H.O.M.E. Difference

Your Life. Your Wealth. Your H.O.M.E. 

Every great build starts with a blueprint. Let our team be your Financial Architects - laying the foundation, building a durable strategy, and adding the finishing touches to your future.

Our Process
Our History
Our Values
Our Resources
Learn How We Engage With You

Our Process
Getting Started Is Easier Than You Think

We keep things simple because financial planning should feel manageable, not overwhelming. Here's what working with us looks like:

1. Build
Let's Start With a Conversation

We'll talk about your life, your finances, and what matters most to you — no jargon, no pressure, just an honest conversation.

2. Protect
Build a Plan Around Your Life

Our team will design a personalized strategy based on your goals, your timeline, and the things that are most important to you.

3. Live
Evolving With You

As your life changes, your plan should too. We'll provide ongoing support and adjustments to help keep you on track.

Learn More About Our Process

Real Scenarios. Real Clarity.
Tailored Solutions Where We Add Value

The Overwhelmed Learner

The Overwhelmed Learner

"Financial planning is a foreign language. How do I avoid a costly mistake?"

We serve as The Translator

Take a Closer Look
The Forward-Looking Planner

The Forward-Looking Planner

"My planning is on track, but how do I know if I’m missing the 'blind spots' that could derail my plan later?"

We serve as The Visionary

Take a Closer Look
The Busy Professionals

The Busy Professionals

"My assets are scattered everywhere. How do we get organized without the headache?"

We serve as The Organizer

Take a Closer Look
The Relationship Seeker

The Relationship Seeker

"Am I just an account number, or does anyone actually know my story?"

We serve as The Advocate

Take a Closer Look
The Complex Executives

The Complex Executives

"How do we make sense of our employer's complex stock and health options?"

We serve as The Auditor

Take a Closer Look
The Anxious Retiree

The Anxious Retiree

"We’re nearing retirement. How do we turn my savings into a paycheck and stay secure?"

We serve as The Transitioner

Take a Closer Look
The Focused Savers

The Focused Savers

"Are our old retirement plans working for us, or are they losing ground?"

We serve as The Unifier

Take a Closer Look
The Wealth Builders

The Wealth Builders

"Why don't my investments and tax returns talk to each other?" 

We serve as The Tax Optimizer

Take a Closer Look
The Multi-Generational Family

The Multi-Generational Family

"We need an advisor who treats my goals with the same care they would give their own."

We serve as The Partner

Take a Closer Look

Our Tool Kit
Architecture Blueprint To Wealth Management

A clear set of blueprints helps to set a strong foundation when constructing the H.O.M.E. of your dreams.  And just as important, maintenance requires periodic reviews and refinement. Anyone can have a house; It takes a special touch to make it a H.O.M.E.

As your Independent Financial Advisor, think of us as your Personal Financial Architect. We help to bring your blueprint to life by reinforcing your goals and adding the appropriate structure to transition those goals into your dream H.O.M.E. design.  Through Financial Planning, we employ transparency in our interactions with you and remain independent in terms of products or companies. Your success is our success.

Explore Our Offerings

Who We Serve Best
Personalized Strategies For Where You Are In Life

Growing                                  Families

We simplify employee benefits, education savings, and tax-efficient planning so you can work toward building a secure future while focusing on today.

Pre-Retirees &                      Retirees

We provide clarity on withdrawal sequencing, Social Security optimization, and income strategies to help you transition into retirement with confidence.

Multi-Generational Families

We bridge the generational gap through comprehensive wealth planning and our signature Legacy Planning Booklet to organize your roadmap, family stories, and wisdom.

The "Time-Strapped" Professional

We act as your financial architect to consolidate scattered accounts, work toward optimizng benefits, in an effort to protect what you've built.

Learn more

Laura Marzano photo

MEET LAURA MARZANO, MBA, AIF®

Laura believes true financial partnership begins with genuine listening and empathy. While we cannot control life's unexpected challenges, we can build a strategy to manage them with confidence. As a financial coach, Laura empowers you with the education needed to make informed strategic decisions. She is dedicated to clear, consistent communication, guiding you toward financial success in a space of mutual respect. Her core services include financial planning, investment management, retirement, estate planning, and insurance strategies.

EDUCATION & CREDENTIALS

  • Bachelor of Arts in Mathematics & Economics
  • Master of Business Administration with Finance Concentration
  • Accredited Investment Fiduciary ®
  • Series 7, 66, and 63 Securities Registrations with LPL Financial
  • Life, Health & Annuity Licensed
  • 20+ Years of Financial Services Experience
Meet Laura

Get Started
Let Us Help You Take the First Step

Ready to see what's possible? Click HERE for a clear, valuable glimpse into your financial goals. 


Download Retirement Readiness Checklist: Click HERE 


You don't need to have all the answers — that's what we're here for. Reach out today and let's start a conversation about what's possible.

Schedule a Call