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Assisting families with wealth preservation for over 45 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.
- Experienced Advisors
- Trusted Guidance
- Tailored Plans
our Service
Services We Provide
Let’s talk about protecting what you’ve worked so hard to build.
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Who we are
For more than 50 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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Variable Insurance policies offered through Benefit Funding Services, LLC (BFS). BFS neither owns nor controls MC Advisors, LLC or Marion Consulting, LLC. BFS Form CRS can be found here