Marion Wealth Management Group

My wife and I have been clients of Marion Wealth Management Group for about 15 years because of the following reasons: 1) They are a fiduciary with our financial interests paramount. 2)They are very accessible, promptly responding to all of our queries. 3) They explain the details of our investments in terms easily understood. 4) They are able to structure our investments to satisfy both my wife (conservative) and my (moderately aggressive) risk profiles. 5) At their website they have elaborate financial software analysis, reporting and forecasting programs. 6) Mike Marion, Managing Partner, Jeff Lott, Partner and their office staff are all very nice and pleasant to talk with. 7) We trust them and have achieved financial peace of mind working with them.
Aug 13th, 2023

Mike and his staff are extremely knowledgeable. With their help, my husband and I have been able to retire in our 50s and to be able to do so without having to spend our free time worrying. We travel a couple of times a year and enjoy our hobbies. They have been a blessing to us.
Jan 13th, 2020

Mike and his staff have advised me on financial matters for many years. They are experienced in all aspects of financial, retirement, and estate planning. They've been extremely helpful to me in all these issues. I've recommended them to all of my extended family members!
Jan 1st, 2020

Great finanical planners. They are very helpful and answer all my questions. They make you feel like family.
Oct 20th, 2017