About UsAbout Marion Consulting

Assisting families with wealth preservation for over 50 years.

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Year of experience
About UsMore About Us

We make strategic planning decisions.

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.

Call us anytime (714) 241-7114
Our Latest Services

Service We Provide

Estate Planning

Our process is designed to increase your comfort in making informed decisions about sophisticated estate...

Philanthropic Planning

We have gained valuable experience working with affluent families who understand the value and power...

Business Succession

Our business succession planning is designed to protect and preserve the family business and assure a smooth...

Employee Benefits

Our employee benefit planning expertise helps attract, retain, motivate and reward talented people...

Our Trusted Clients