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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.
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Experienced Advisors -
Trusted Guidance -
Tailored Plans
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(714) 241-7114
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Services We Provide
Estate & Gift Tax Planning
We help you maintain maximum control over your business and other assets through the estate planning process.
Business, Retirement & Employee Benefit Planning
We help design business succession plans, selective executive retirement plans and core employee benefits.
Life Insurance
Life insurance planning provides immediate cash to meet the liabilities created at death.
Philanthropic 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.
Asset Protection Planning
The law allows an individual to situate their affairs to limit their liability exposure.
Investment Advisory
Our strategic partners are highly specialized investment professionals. In developing your wealth management strategy
Let’s talk about protecting what you’ve worked so hard to build.
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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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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