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Michael Marion

Marion Wealth Management

2790 Monroeville
Suite 640

Monroeville, PA 15146


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


No.of Employees




Firm CRD#


Name of Broker/Dealer

United Planners Financial

Name of Custodial Firm

TD Ameritrade Institutional, Fidelity Investments, Charles Schwab

States Licensed in


Years of Experience in Financial Services


Number of Years with Current Firm


I work with the following types of clients

Individual Investors, Businesses


Investment Types

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

I can meet clients in the following ways

Via Phone, At my office, At your home, Via Email, At your office, Video Conference


Registered Representative


Investment Advisor Representative


I am an acknowledged fiduciary


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


Securities Licenses

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

Insurance and Annuity Licenses

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

Firm Information

Firm's Number of Clients


Firm's Number of Planning Clients


Firm's Number of Managed Clients


Assets Managed by Firm


Assets Managed by Advisor


Compensation and Fees

Fee Structure


Compensation Methods

Based on Assets

Fee % Based on Assets


Hourly Rate



*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.