At Marion Wealth Management Group we've learned that true partnership is what makes the difference. If you're looking for a highly responsive, trustworthy partner offering world-class support and advice, then look no further. We're with you every step of the way on your financial journey - Planning, Investing and Protecting.
We have over 50 years of combined experience delivering advice and asset management to hundreds of families across the country. Financial success integrates all of your planning needs: savings goals, retirement, college, healthcare, tax, risk management and estate planning. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
We have over 50 years of combined experience delivering advice and asset management to hundreds of families across the country. Financial success integrates all of your planning needs: savings goals, retirement, college, healthcare, tax, risk management and estate planning. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Services
Michael Marion, CFP(R), leads Marion Wealth Management Group, working to help clients realize their financial goals with in-depth financial strategies and a focus on personalized client service. Jeff's focus on detail and analysis helps him serve clients with customized portfolio and planning concepts while working to achieve the financial goals of our clients.
Together we build your financial success through a collaboration -- your goals, your aspirations, and your vision of the future. Our Independence means that we can offer you unbiased investment advice, free from third-party influence. We work with you to select the Custodians, Investment Firms, Banks and Insurance Companies best suited to achieve your goals based on your needs and your preferences.
Our Independence means that we can offer you unbiased investment advice, free from third-party influence. We work with you to select the Custodians, Investment Firms, Banks and Insurance Companies best suited to achieve your goals based on your needs and your preferences. Choosing the right professional to help you and your family with your financial needs can be a daunting task There are a myriad of choices both large and small.
You might think it goes without saying - We put our clients' interests first. We are your Fiduciary. Turns out, it's not as obvious as you might expect. In fact, there are many kinds of financial companies, employing many types of professionals, and many sorts of possible relationships between them and you.
Riskalyze empowers investment advisors to capture a quantitative measurement of client risk tolerance to find investments that fit them. Riskalyze is a Risk Alignment System that identifies an investor's Risk Number and builds a portfolio that contains just the adequate amount of risk. Riskalyze has risk assessment tools that use scientific theories to objectively pinpoint an investor's Risk Number.
