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Michael Marion

Marion Wealth Management

2790 Monroeville
Suite 640

Monroeville, PA 15146
(412) 3723849

Our Advice-Your Plan||Collaborative-Customized-Comprehensive

About Marion Wealth Management

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.

General Information

Firm Start Year

1998

No.of Employees

5-9

CRD#

2076025

Firm CRD#

20804

Name of Broker/Dealer

United Planners Financial

Name of Custodial Firm

TD Ameritrade Institutional, Fidelity Investments, Charles Schwab

States Licensed in

PA

Years of Experience in Financial Services

33

Number of Years with Current Firm

19

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Insurance, Annuities, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At my office, At your home, Via phone, Via email, Video Conference, At your office

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

Series 6, Series 7, Series 31, Series 63, Series 65

Insurance and Annuity Licenses

Long Term Care, Annuity, Life, Variable Life, Variable Annuity, Health, Disability

Firm Information

Firm's Number of Clients

525

Firm's Number of Planning Clients

500

Firm's Number of Managed Clients

500

Assets Managed by Firm

$175,000,000

Assets Managed by Advisor

$175,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee

Fee % Based on Assets

1.5%-.5%

Hourly Rate

$200.00

Disclaimer

*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.