The Company

Marion Investment Advisors is based upon three principals:

Trust: *firm belief in the integrity, ability, effectiveness, or genuineness of someone or something

Honor: *faithfulness to high moral standards

Integrity: *conduct that conforms to an accepted standard of right and wrong.

* According to Merriam-Webster Dictionary.

We are located 2009 Lincoln Street, which is a stones throw from the governor 's mansion. We occupy a house built in circa 1885. Restoring it to it's former glory has taken a bit longer than expected, imagine that, but the end result is worth it. 

Company goal

Be known as where people who want their best interest to come first go to receive common sense (rational) investment advice from non-pretentious people who work for the client, not a corporation. We will never become obligated to promote a particular company or product.


Demystify the investment process.

Value statement

Provide solutions, not sales pitches.

Client commitment

The client’s best interest comes first, always.