Michael Marion
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.
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.
2076025
315730
346025
Charles Schwab
PA
Western PA
34
6
Individual Investors, Businesses, Non-Profit Organizations
Yes
No
Yes
Yes
I have a clean record
I have a clean record
CFP®
Series 65, Series 63
Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life, Disability
Stocks, Bonds, Options & Futures, Mutual Funds, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Our Office, Phone, Email, Your Office, Your Home, Video Conference
Fee-Based
Based on Assets, Flat Fee
1.5%-.5%
$200.00
448
420
445
$482,000,000
448
445
420
$482,000,000
Yes
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How do you charge for your services?
How are you compensated? How will I pay for your services?
Additional Detailed Disclosures
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.
