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Michael Marion, CFP®
Marion Wealth Management

Tel: 412-372-3849
2790 Monroeville
Suite 640
Monroeville, PA 15146

Our Advice-Your Plan||Collaborative-Customized-Comprehensive

Marion Wealth Management | Financial Advisor in Monroeville ,PA

About Marion Wealth Management

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 Rout 22 and Route 48.

Our focus is on developing highly effective financial strategies for retirees, affluent families and 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 firms'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 you first. We believe what sets us apart is our focus on 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
Name of Broker/Dealer:   United Planners Financial
Name of Custodial Firm:   TD Ameritrade Institutional, Fidelity Investments, Charles Schwab
States Licensed in:   PA
Number of Years with Current Firm:   19
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Stocks, Commodities, Annuities, Bonds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Phone, At my office, At your home, Via Email, At your office, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Annuity, Life, Health, Annuity, Disability, Long Term Care, Variable Life


Firm Information

Firm's Number of Clients:   525
Firm's Number of Planning Clients:   500
Firm's Number of Managed Clients:   500
Assets Managed by Firm:   $175,000,000
Assets Managed by Advisor:   $175,000,000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an 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


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Flat Fee, Based on Assets
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? Michael is Certified Financial Planner Additional staff hold various finance and economics degrees.
  • 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? Financial Planning, Retirement Planning, College Planning, Tax Planning, Estate Planning. Comprehensive wealth management using client-eccentric digital tools; portfolio risk management; custom portfolio management.
  • How are you compensated? How will I pay for your services? 245 Households
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Disclaimer

*Securities and Advisory Services offered through United Planners Financial Services, member FINRA, SIPC. Marion Wealth Management Group and United Planners are not affiliated. We are licensed to sell Securities in CA, CO, DC, FL, GA, IA, ID, IL, KS, MD, MI, MN, MO, NC, NH, NJ, NY, OH, PA, SC, TX, VA, and WA. Insurance-related services may not be provided to individuals residing in any states other than FL, NJ, PA, and VA.

Michael Marion

Michael Marion

CFP®

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 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.

Communities Served

Western PA