Mary & Pip

REAL GUIDANCE. REAL PORTFOLIOS. REAL PEOPLE. Mary & Pip helps you build better financial habits, one day at a time. It's backed by traditional financial services and investment experience. OUR WHOLE PICTURE, IN ONE PLACE Securely connect your bank, credit, and investment accounts. Net worth, savings, spending, and debt — updated automatically. SPENDING THAT MAKES SENSE Transactions sorted into categories you control. Set budgets, get a nudge before you go over, and see your patterns over time. INVEST FOR THE LONG RUN Open a brokerage account or Roth IRA in minutes. Choose a portfolio matched to your goals, set up recurring investments, and track your contributions toward the annual limit. EARN ON CASH YOU'RE NOT USING Open a High-Yield Cash account and have your cash start working for you. A WEEKLY RITUAL THAT TAKES FIVE MINUTES Open your accounts, review last week, plan the week ahead, tidy up what needs tidying, and end on gratitude. Five small steps, once a week, at your own pace. INSIGHTS IN PLAIN LANGUAGE A financial health score you can actually act on. Emergency fund runway, spending consistency, and progress toward the goals you set. LEARN AS YOU GO Short, practical lessons on saving, investing, debt, and everything nobody taught you about money. BUILT FOR REAL LIFE Reminders in a tone you choose. Goals you set yourself. Progress you can see. Mary & Pip provides ongoing financial planning and account oversight. Pip Tech LLC is a technology provider and is not a bank, broker-dealer, or custodian. Brokerage accounts are carried by Alpaca Securities LLC, member FINRA/SIPC. Investment advisory services are provided by Mary and Pip Investments LLC. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. A subscription is required after your free trial. Terms: maryandpip.com/terms Privacy: maryandpip.com/piptech-privacy-policy