Who I Work Best With
I do my best work with clients who want to feel organized, confident, and intentional about their financial decisions.
Dedicated savers
You have been consistent and disciplined, and now want to make sure everything is working together.
Healthcare professionals
You want your financial life to feel structured and aligned, even with a demanding schedule.
Women
You want clarity, confidence, and a thoughtful approach as you make important financial decisions.
Educators
You are balancing long-term benefits and personal planning and want everything clearly coordinated.
About Marissa
I work with clients who value consistency and want to feel confident in how their financial decisions are supporting their long-term goals. My approach is centered around creating clarity and helping you stay organized as life evolves. Financial planning should feel steady and supportive, not overwhelming. I focus on helping you understand where you are today and how to move forward in a way that feels intentional.
Outside of work, I love finding new ways to enjoy life’s adventures. Traveling is one of my biggest passions, and I’m on a mission to visit all 50 states, each trip is a chance to experience something new and create lasting memories. At home, I cherish time with my husband Josh and our two standard poodles, Gypsy and Athena, who keep life fun and full of energy. I love embracing the seasons: fall means haunted houses and pumpkin patches, while summer calls for beach days, outdoor concerts, and long walks with my dogs.
Marissa Collins is solely an investment advisor representative of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial.
A Quick Introduction to How I Work With Clients
How I Work
My role is to help you stay organized and confident in your decisions.
We focus on creating a plan that evolves with you, so your financial life feels clear and aligned over time.
If you think we might be a good fit, I would welcome a conversation.