Michael Marion, CFP®, leads the Marion Wealth Management Group with over thirty years of experience in providing investment planning, asset management, and risk management services to individuals and small businesses.
Mike holds a BA in Humanities from the University of Pittsburgh and has completed the CERTIFIED FINANCIAL PLANNER™ Professional Education Program from the College of Financial Planning. Mike has held the CFP® designation since passing the CFP® board examination in July 2001.
Mike lives in Murrysville, Pennsylvania with his wife Katie, their three children, and the family's Chessie Retriever. Mike's interests include the outdoors, hiking, racquetball, reading, and spending time with his family.
Marion Wealth Management is an independent, fiduciary financial planning and wealth management firm located on the Eastern edge of Monroeville, near the intersections of 376 East, the PA Turnpike, Business Route 22 and Route 48.
Our focus is on developing highly effective financial strategies for retirees, affluent families, and small business owners. Our wealth management services include: retirement and income management, portfolio analysis and optimization, asset protection strategies, wealth and estate transfer planning, executive financial services, and business retirement services, including pension and 401(k) plan management.
Our firm's goal is to allow clients to enjoy the personalized service and attention offered by a private wealth management firm, while at the same time enjoying the value of independent advice that puts clients first. We believe what sets us apart is that our focus is you. Our private wealth and investment services offer you fee-based, advice-driven investment solutions customized to fit your needs by utilizing the very best tools, technology, and research.
General Information |
| Firm Start Year: | 1998 | |
| No. of Employees: | 5-9 | |
| Insurance License#: | 346025 |
| Name of Custodial Firm: | Charles Schwab |
| States Licensed in: | PA |
| Number of Years with Current Firm: | 6 |
| Work with the following types of clients: | Individual Investors, Businesses, Non-Profit Organizations |
Services |
| Investment Types: | Stocks, Bonds, Options & Futures, Mutual Funds, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Phone, Email, Your Office, Your Home, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life, Disability |
Firm Information |
| Firm's Number of Clients: | 448 |
| Firm's Number of Planning Clients: | 420 |
| Firm's Number of Managed Clients: | 445 |
| Assets Managed by Firm: | $482,000,000 |
| Advisor's Number of Clients: | 448 |
| Advisor's Number of Managed Clients: | 445 |
| Advisor's Number of Planning Clients: | 420 |
| Assets Managed by Advisor: | $482,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets, Flat Fee |
| Fee % Based on Assets: | 1.5%-.5% |
| Hourly Rate: | $200.00 |
FAQs |
Do you have a customer satisfaction or refund policy?No |
Why should I choose you as my financial advisor?Our firm has two Certified Financial Planners, including Michael Marion. Additional staff hold various industry credentials, finance and economics degrees, and decades of experience. |
What are your qualifications? What is your education background?Our approach to financial planning is collaborative, comprehensive and customized to our clients' needs. We will work with clients using various digital tools to develop a financial plan that addresses budgeting, saving and investing, retirement planning, educational planning, tax planning, risk management and estate planning. We will combined this plan with an integrated investment program that coordinates the clients' investing with their planning needs. |
How do you charge for your services?As a percentage fee of assets under management. |
How are you compensated? How will I pay for your services?We charge a fee as a percentage of assets that we manage for you. This includes your costs for advice, technology, planning, investments, and trading. |
Disclaimer |
| Investment Advisory Services are offered through Marion Wealth Management LLC, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:30 AM - 4:30 PM |
| Tue. | 8:30 AM - 4:30 PM |
| Wed. | 8:30 AM - 4:30 PM |
| Thu. | 8:30 AM - 4:30 PM |
| Fri. | 8:30 AM - 4:30 PM |
| Western PA |
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