Preserving wealth, enriching legacy.

Our Services

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.