Financial Roadmap

As part of your estate planning, Marvin and Company, P.C. has developed a Financial Roadmap tool, designed to help our clients collect and summarize the information that will be helpful to their survivors. Please feel free to download a copy of the Financial Roadmap for your personal use. If you have any questions, please contact your Marvin and Company, P.C. representative.

Marvin University

The Marvin University professors are here to help your organization. see our list of upcoming educational events and download past sessions.

Community Involvement

We not only provide professional services to the not-for-profit industry, we provide our own time and resources.
Learn more here.


Start shaping your future at Marvin and Company today.