Marion Wealth Management

Marion Wealth Management, LLC, operating as Marion Wealth Management, is a Registered Investment Advisor based in Monroeville, PA. Established by Michael S. Marion and Jeffrey D. Lott, the firm primarily offers discretionary portfolio management services tailored to clients' needs and investment objectives. Clients grant Marion Wealth Management discretionary authority to manage their accounts, allowing the firm to formulate investment strategies and make transactions without prior approval. The firm may invest client assets in model portfolios designed for varying risk tolerances. Additionally, Marion Wealth Management provides services for accounts not directly held in custody, leveraging an Order Management System for asset allocation and rebalancing. The firm offers financial planning services, including retirement, tax, estate, insurance, and education planning. Marion Wealth Management recommends Charles Schwab & Co., Inc. or Interactive Brokers Group for brokerage and custodial services. The firm does not accept performance-based fees, participates in side-by-side management, or vote proxies on behalf of clients. Marion Wealth Management does not have any disciplinary disclosures and compensates solicitors for client referrals. The firm exercises limited custody over client funds and securities, primarily using a qualified custodian. Clients grant investment discretion to the firm, allowing Marion Wealth Management to direct investment activities. The firm does not vote client securities but may offer advice on corporate actions. Marion Wealth Management does not have financial constraints that would impact client commitments.