Advisors
Assisting families with wealth preservation for over 50 years.
We design and implement state of the art strategies for our clients in the areas of estate planning, philanthropy, life insurance, business succession, executive retirement benefits, core employee benefits, and investment management.
- 24/7 Call Services Avilable
- Great Skilled Consultant
- Expert Team Members
Services We Provide
Estate & Gift Tax Planning
We help you maintain maximum control over your business and other assets through the estate planning process.
Read MoreBusiness, Retirement & Employee Benefit Planning
We help design business succession plans, selective executive retirement plans and core employee benefits.
Read MoreLife Insurance
Life insurance planning provides immediate cash to meet the liabilities created at death.
Read MorePhilanthropic Planning
We have gained valuable experience working with affluent families who understand the value and power of utilizing family foundations to control their wealth and maintain a family legacy by redirecting taxes to charitable causes.
Explore MoreAsset Protection Planning
The law allows an individual to situate their affairs to limit their liability exposure.
Explore MoreInvestment Advisory
Our strategic partners are highly specialized investment professionals. In developing your wealth management strategy
Explore MoreLet’s discuss about how we can help make your business better
Who we are
For more than 45 years, Marion Consulting, LLC has assisted families with wealth preservation and legacy planning. We design and implement state of the art strategies for our clients in the areas of estate planning, philanthropy, life insurance, business succession, executive retirement benefits, core employee benefits, and investment management. Marion Consulting, LLC has established relationships with a unique network of top performing professionals from every relevant discipline. We collaborate with the best of the best. The result is an all-star team of financial, insurance, legal and tax experts with specialized and extensive experience working with high net worth families and closely held businesses.
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