Michael S. Marion, CERTIFIED FINANCIAL PLANNER™
Managing Partner & Financial Advisor
Michael Marion, CFP®, leads the Marion Wealth Management Group with over thirty years of experience in providing investment planning, asset management and risk management services to individuals and businesses.
Mike holds a BA in Humanities from the University of Pittsburgh and has completed the CERTIFIED FINANCIAL PLANNER™ Professional Education Program from the College of Financial Planning. Mike has held the CFP® designation since passing the CFP® board examination in July 2001.
Mike concentrates on developing highly effective financial strategies for retirees, affluent families and business owners. His wealth management services include: retirement and income management services, portfolio analysis and optimization, asset protection strategies, wealth and estate transfer planning, executive financial services and business retirement services including pension and 401(k) plan management.
Mike’s goal is to allow clients to enjoy the personalized service and attention offered by a private wealth management firm, while at the same time enjoying the value of independent advice that puts you first. We believe what sets us apart is our focus on you. Our private wealth and investment services offer you fee based, advice driven investment solutions customized to fit your needs by utilizing the very best tools, technology and research.
Mike lives in Murrysville, Pennsylvania with his wife Katie, their three children and the family's Chessie Retriever. Mike's interests include the outdoors, hiking, racquetball, reading and spending time with his family.
Mobile Phone: (412) 951-2835