About Us

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.

Estate Planning

Our process is designed to increase your comfort in making informed decisions about sophisticated estate transfer strategies. Our clients gain control and peace of mind when they realize multi-million dollar tax savings, and family wealth distributions beyond the reach of creditors, lawsuits, divorce settlements.

Philanthropic Planning

We have gained valuable experience working with affluent families who understand the value and power of utilizing family foundations to control wealth and maintain a family legacy by redirecting taxes to charitable causes.

Business Succession

Our business succession planning is designed to protect and preserve the family business and assure a smooth transition of ownership and control between stockholders and their families.

Employee Benefits

Our employee benefit planning expertise helps attract, retain, motivate and reward talented people. We design customized executive retirement plans. We provide core benefits: major medical, dental, vision and Sec. 125 plans.

Our clients and their advisors have discovered the benefits of independent and interactive professionals collaborating to help make strategic planning decisions and implement “Best Practices” in every sector of wealth management. You can expect Marion Consulting, LLC to provide:

• objective advice
• sound financial and insurance products
• peerless service
• practical information
• world class legal and professional resources

We invite you and your advisors to explore the relationship opportunities at our firm and the resources available in our networks.  See our Allied Experts tab above.