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.
|Firm Start Year:||1998|
|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|
|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'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|
|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
|Compensation Methods:||Flat Fee, Based on Assets|
|Fee % Based on Assets:||1.5%-.5%|
*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, 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.