Yours and Ours
We don't work for the big financial companies - We work for you.
Our Advice - Your PlanCollaborative - Customized - Comprehensive
We are your Fiduciary
We offer unbiased advice - We put your interests first.
Our Advice, Your PlanCollaborative - Customized - Comprehensive
That Fits Your Life
Great financial advice starts with you.
Together we can...
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.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Your Personal Financial Management website makes it easy to manage both your wealth and your well being.