Marion Wealth Management is an independent, fiduciary financial planning and wealth management
firm located on the Eastern edge of Monroeville, near the intersections of 376 East, the PA
Turnpike, Business Rout 22 and Route 48.
Our focus is on developing highly effective financial strategies for retirees, affluent families and business owners. Our Wealth management services include: retirement and income management, 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.
Our firms'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.
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*Securities and Advisory Services offered through United Planners Financial Services, member FINRA, SIPC. Marion Wealth Management Group and United Planners are not affiliated. We are licensed to sell Securities in CA, CO, DC, FL, GA, IA, ID, IL, KS, MD, MI, MN, MO, NC, NH, NJ, NY, OH, PA, SC, TX, VA, and WA. Insurance-related services may not be provided to individuals residing in any states other than FL, NJ, PA, and VA.