An elevated advisory experience

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present. Whether managing your personal wealth or elevating your business to the next level, our team remains focused on the strategic thinking and opportunities that will help you pursue success.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Get to know Our Team

Brian Marino
Brian M. Marino, ChSNC®, CLU®
Partner, OnPoint Wealth Partners Financial Advisor, RJFS
Eugene “Gene” Craciun
Gene Craciun, AIF®, C(k)P®
Partner, OnPoint Wealth Partners Financial Advisor, RJFS
Matthew “Matt” Marasch
Matthew Marasch
Associate, OnPoint Wealth Partners Financial Advisor, RJFS
Timothy R Martin
Tim Martin
Associate, OnPoint Wealth Partners Financial Advisor, RJFS
Charis Ecklmeyer
Charis Eckelmeyer
Director of Practice Management
Hannah Baldwin
Hannah Baldwin
Director of Office Services
Dana Camino
Dana Camino
Director of Client Service, OnPoint Wealth Partners Client Relationship Manager, RJFS
Michael Cianciola Bio Image
Michael Cianciola
Financial Advisor

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
You miss 100% of the shots you don't take
Wayne Gretzky

Information & insight

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The future at your fingertips

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. OnPoint Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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