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Independence 

Yours and Ours

We don't work for the big financial companies - We work for you.

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Our Advice - Your Plan

Collaborative - Customized - Comprehensive

You First

We are your Fiduciary

We offer unbiased advice - We put your interests first. 

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Our Advice, Your Plan

Collaborative - Customized - Comprehensive

Corona Virus Update

Advice

That Fits Your Life

Great financial advice starts with you. 

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Our Advice, Your Plan

Collaborative - Customized - Comprehensive

Corona Virus Update

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. 

 

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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

Holistic Financial Planning

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

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Customized Portfolio Management

Customized Portfolio Management

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

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Protecting What's Important

Protecting What's Important

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

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Your Personal Financial Website

Your Personal Financial Website

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

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