Independence
Yours and Ours
We don't work for the big financial companies - We work for you.
Our Advice - Your Plan
Collaborative - Customized - Comprehensive
You First
We are your Fiduciary
We offer unbiased advice - We put your interests first.
Our Advice, Your Plan
Collaborative - Customized - Comprehensive
Advice
That Fits Your Life
Great financial advice starts with you.
Our Advice, Your Plan
Collaborative - Customized - Comprehensive
You don't have to do it alone
Together we can...
- Manage the many risks that life brings.
- Plan a successful retirement that lasts a lifetime.
- Endow your legacy.
- Chart the bright financial future you and your family deserve.
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.

Holistic Financial Planning
Financial success integrates all of your planning needs: savings goals, retirement, college, healthcare, tax, risk management and estate planning.

Customized Portfolio Management
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.

Protecting What's Important
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

Your Personal Financial Website
Your Personal Financial Management website makes it easy to manage both your wealth and your well being.