# MARGO FINANCIAL

MARGO FINANCIAL is a Multi Family Office based in Tucson.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Tucson
- **Assets under management:** Undisclosed
- **Website:** https://margofinancial.com
- **LinkedIn:** https://www.linkedin.com/company/marie-gooch

## Regulatory record

- **CRD number:** 323290
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323290

## About

MarGo Financial, LLC provides customized planning and investment strategies to help clients achieve financial independence and peace of mind. It is a Registered Investment Advisor that operates under a fiduciary standard and offers financial planning, investment management, and financial coaching. The firm specializes in working with Gen X professionals, including dual-income couples, artists and creatives, and solopreneurs.

## People

- Marie Gooch CFP — founder

## Questions

### Who runs Margo Financial?

No principals or leadership names are publicly disclosed for Margo Financial as of the latest available information.

### Does Margo Financial have a publicly available website?

No functional website URL is publicly traceable for Margo Financial. The firm's online presence is minimal.

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- [Retirement Roots Wealth Management LLC](https://altss.com/profile/retirement-roots-wealth-management-llc)
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Last updated: 2026-08-11T15:07:26.757Z

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