MariPau Wealth Management

MariPau Wealth Management

MariPau Wealth Management opened in Petoskey, Michigan, in 2020 under co-founders Rebecca Cox and Paul Mooradian. The firm registered with the SEC as an investment advisor and began offering financial planning, retirement income strategies, and discretionary portfolio management to a client base spread across northern Michigan. The founding answered a regional gap for fiduciary-bound, non-bank-owned advice in a market where independents were thinning. MariPau's investment process spans equities, fixed income, and exchange-traded funds, with allocations shaped by individual client risk profiles rather than a centralized house model. The firm constructs portfolios for retirement accumulation and distribution, emphasizing cost efficiency through low-expense-ratio fund selection. It does not operate proprietary funds or pooled vehicles, keeping each client account separate. Geographic concentration remains in the Little Traverse Bay area, though the registered investment advisor can accept clients throughout Michigan. Team size and assets under management are not publicly disclosed. The firm maintains its headquarters in Petoskey with no additional offices listed. Adjacent services include tax-aware asset location and coordination with external CPAs and estate attorneys, though MariPau does not market a unified family-office platform. No philanthropic foundation, private equity vehicle, or club structure appears in public filings or the firm's web presence. The structural differentiator is its post-2020 launch, which means MariPau built its compliance stack, custody relationships, and client book entirely under the SEC's Regulation Best Interest era — unencumbered by legacy brokerage or insurance conflicts that older hybrid firms face. That regulatory clean-slate positions the firm as a pure fiduciary from inception, a meaningful distinction when competing against the wirehouses and bank-owned wealth managers dominating Michigan's lakefront communities.