Our Company Goal
Be known as where people who want their best interest to come first go to receive common sense 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.
Located 2009 Lincoln Street, which is a stone’s throw from the governor 's mansion, we occupy a house built in circa 1885. Restoring it to former glory has taken a bit longer than expected, imagine that, but the end result is worth it.
Provide options, not sales pitches.
The client’s best interest comes first, always.
At Marion Investment Advisors, the client's best interest come first, always.
Our mission is to know and understand your needs, wants, and long-term goals, and then create a strategy to get you there. Whether it's creating income, growing your account, or preserving wealth, we help you develop, implement, and monitor a strategy designed to achieve what's important to you. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe most people do not want to be put into a cookie-cutter strategy. We are not afraid to challenge the noise of the media in our approach to investing and preserving wealth.
*Firm belief in the integrity, ability, effectiveness, or genuineness of someone or something.
*Faithfulness to high moral standards.
*Conduct that conforms to an accepted standard of right and wrong.
* According to Merriam-Webster Dictionary.