Michael S. Marion, CFP^®

Managing Partner - Financial Adviser

Marion Wealth Management

2790 Mosside Blvd, Ste 640
Monroeville, PA 15146

FINANCIAL ADVISOR'S WEBSITE

https://www.marionwmg.com/

(412) 372-3849

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Marion Wealth Management

Building Your Financial Future

General

Michael Marion is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Marion Wealth Management in Monroeville, PA and the surrounding communities.

Financial Advisor Overview

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 Route 22 and Route 48.

Our focus is on developing highly effective financial strategies for retirees, affluent families, and small 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 firm'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 clients first. We believe what sets us apart is that our focus is 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.

Financial Advisor Experience

Marion Wealth Management, Managing Member/Chief Compliance Officer, 7/2021 -Present
WealthPoint Financial LLC, Managing Partner/Owner, 4/2017 -Present
United Planners Financial Services of America, Financial Advisor, 9/2018 -03/2022
Wells Fargo Advisors Financial Network, LLC, Financial Advisor, 4/2017 - 9/2018
Wells Fargo Clearing Services, LLC, Financial Advisor, 11/2016 - 4/2017
Wells Fargo Advisors LLC, Financial Advisor, 5/2009 -11/2016