MARION WEALTH MANAGEMENT

How does the advisor help clients – Key Takeaways:

MARION WEALTH MANAGEMENT provides comprehensive financial services to assist clients in achieving their financial goals and growing their wealth.

They offer personalized investment strategies and financial planning solutions tailored to each client’s unique needs and risk tolerance.

Their team of experienced advisors can guide clients through all stages of their financial journey, from wealth accumulation to wealth preservation and distribution.

With a focus on education and communication, MARION WEALTH MANAGEMENT helps clients make informed financial decisions and stay on track towards their goals.

Facts and Insights:

Here are some key facts and insights about MARION WEALTH MANAGEMENT:

• Assets Under Management: $500 million
• Number of Advisors: 10
• Time in Business: Over 20 years

Financial Services Offered:

MARION WEALTH MANAGEMENT offers a wide range of financial services to help clients achieve their financial goals, including:

• Investment Management
• Retirement Planning
• Tax Planning
• Estate Planning
• Insurance Planning
• College Planning

Client Types:

MARION WEALTH MANAGEMENT works with a diverse group of clients, including:

• High net worth individuals
• Entrepreneurs
• Corporate executives
• Retirees
• Small business owners
• Families

Fees & Compensation:

MARION WEALTH MANAGEMENT believes in transparent and fair fee structures, and their advisors are committed to acting in their clients’ best interests.

They offer fee-only services, meaning they are compensated solely by their clients and do not receive commissions from the sale of financial products.

Their fees are based on a percentage of assets under management, ensuring that their advisors’ compensation is aligned with their clients’ success.

Background:

MARION WEALTH MANAGEMENT was founded in 2000 by John Marion, a Certified Financial Planner (CFP) with over 30 years of experience in the financial industry.

The firm’s mission is to help clients achieve financial freedom and security through personalized and comprehensive financial planning and investment management.

MARION WEALTH MANAGEMENT is headquartered in New York City and has multiple office locations throughout the country.

Financial Advisor Disclosures to Know:

When working with a financial advisor, it’s important to be aware of any potential conflicts of interest or disclosures they may have. Here are some common disclosures to know about MARION WEALTH MANAGEMENT:

• The firm is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC).
• Some advisors may have additional professional certifications, such as CFP or Chartered Financial Analyst (CFA).
• The firm or its advisors may have relationships with certain financial institutions or third-party providers, which could result in conflicts of interest.
• Advisors are required to disclose any potential conflicts of interest to clients before providing services.