Marion Investment Advisors
Your choice for Financial Services
At Marion investment Advisors, we provide practical investment solutions, have real-life investment experience, and put the needs and wants of the client first, always. Regardless of what stage of life, or account size, we have a strategy for you.
Investing has three stages and each requiring a different investment strategy.
Accumulation: The period of putting money in with the intent being that it will grow in value. It’s a common belief that until age fifty, putting money in may be a challenge.
Preservation: Emphasis is on keeping what has been accumulated, as opposed to the risk of overreaching to accumulate more.
Distribution: When out-flow begins. To the owner, some other person, or an entity. At some point someone will start taking money out.
Running out of money is the biggest fear of most people. - published by AARP, 2019.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Investment strategies 101
"An investment in knowledge pays the best interest."
- Benjamin Franklin
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
After a brief time in retirement, which I explain in, The Seven Deadly Sins Committed By the Individual Investor, I returned to the real world and developed a strategy for investing. This strategy is what I apply today for my clients.
If you would like to know more download a free copy of, The Seven Deadly Sins Committed By the Individual Investor, send an email or give me a call on my direct line (803) 403-1420. Click here to download your free copy of, The Seven Deadly Sins Committed By the Individual Investor.