Marion Consulting
Marion Consulting is a boutique wealth management advisory firm serving high net worth families and closely held businesses with estate planning, business succession, retirement, and investment management services.
- Company typePrivate
- Founded1980
- HeadquartersIrvine, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Marion Consulting firmographics
Firmographics- Name
- Marion Consulting
- Legal name
- Marion Consulting, LLC
- Website
- https://marionconsulting.com
- Company type
- Private
- Founded year
- 1980
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Marion Consulting is a boutique wealth management advisory firm serving high net worth families and closely held businesses with estate planning, business succession, retirement, and investment management services.
- Ownership category
- akta.pro rank
Marion Consulting industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Insurance and Employee Benefit Funds (5251)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
- akta.pro secondary industries
- Estate & Legacy Planning Advisory (FSAEAAAG), Family Business & Succession Advisory (FSAAADAL), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)
Keywords
Where Marion Consulting is headquartered
LocationHeadquarters
- HQ city
- Irvine
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Marion Consulting business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Financial Advisory and Consulting Services: Marion Consulting generates revenue through professional consulting fees for wealth management advisory services including estate planning, asset protection, philanthropic planning, investment management, business planning, retirement planning, and employee benefits consulting. The firm collaborates with a network of professional partners and charges fees for financial planning services.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Marion Consulting product offering
Product offeringCore offering
Marion Consulting provides wealth preservation and legacy planning advisory services to high net worth families and closely held businesses. Its core offerings include estate and gift tax planning, asset protection, philanthropic planning, investment management, business succession planning, retirement planning, employee benefits, life insurance planning, and life settlement services. The firm coordinates these services through an integrated network of allied legal, tax, accounting, insurance, and valuation professionals.
Product overview
Marion Consulting is a financial and wealth management consulting firm that offers a comprehensive suite of advisory services rather than a software product. The firm provides Estate & Gift Tax Planning, Asset Protection Planning, Philanthropic Planning, Investment Management, Business Planning, Retirement Planning, Employee Benefits, Life Insurance, and Life Settlement services. These services are delivered through a network of strategic partnerships with financial, insurance, legal, and tax professionals. The firm operates as a service-based consulting practice assisting high net worth families and closely held businesses with wealth preservation and legacy planning.
Differentiator
Problem solved
Functional benefit
Products and services
- Estate & Gift Tax Planning Estate and gift tax planning services that help clients maintain maximum control over their business and other assets through the estate planning process, targeting high net worth families and closely held business owners.
- Asset Protection Planning Asset protection services that help individuals situate their affairs to limit their liability exposure through legal planning strategies, for affluent individuals and business owners.
- Philanthropic Planning Philanthropic planning services for affluent families utilizing family foundations and other charitable techniques to control wealth, maintain family legacy, and redirect taxes to charitable causes.
- Investment Management Wealth and investment management services delivered through strategic partners who are highly specialized professionals in investing, estate and trust planning, and tax planning, for HNW families and closely held businesses.
- Business Planning Business succession planning services that help design plans for business transitions and continuity, for owners of closely held businesses and family enterprises.
- Retirement Planning Executive retirement planning services including selective executive retirement plans and income strategy development, for business owners and HNW individuals.
- Employee Benefits Employee benefit planning services including medical, dental, 401(k), and Section 125 plans provided through Marion-Douglas Financial & Insurance Services, for closely held businesses and family enterprises.
- Life Insurance Life insurance planning services providing immediate cash to meet liabilities created at death, including term, whole life, universal life, and second-to-die policies, for HNW families and business owners.
- Life Settlement Life settlement services involving the sale of existing insurance policies to third parties for cash payment, including traditional, retained death benefit, and hybrid settlement options, for policyholders seeking liquidity.
Companies that use Marion Consulting
Customer profileNamed customers12 records
Segments2 records
Ideal customer profiles2 records
Marion Consulting technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Marion Consulting partnerships and signals
Strategic signalPartnerships
19 partnerships are on record, tiered core and minor.
- Driscoll & Feder, LLCcoreLaw firm specializing in estate planning, providing legal expertise for client estate planning needs.
- Oshins & Associates, LLCcoreLaw firm specializing in estate planning with expertise in advanced trust strategies and wealth transfer techniques.
- WindescoreCPA firm providing accounting and tax planning services for high net worth clients.
- Moss Adams, LLPcoreNational accounting firm providing comprehensive audit, tax, and advisory services.
- Squar Milner & Reehl, LLPcoreRegional accounting firm specializing in tax and advisory services for closely held businesses and individuals.
- Stout Risius RosscoreValuation and financial advisory firm providing business valuation services for estate planning, M&A, and litigation support.
- Cogent ValuationcoreBusiness valuation firm providing valuation services for estate planning, transactions, and financial reporting.
- The Mentor GroupcoreM&A advisory and business valuation firm specializing in middle-market transactions.
- South Coast Pension ServicescoreQualified plan administration firm providing retirement plan design and administration services.
- Pension Benefits UnlimitedcoreActuarial and pension consulting firm providing qualified plan consulting and administration.
- KB Actuarial, Inc.coreActuarial firm specializing in qualified retirement plan design and administration.
- Orange County Community FoundationcoreCommunity foundation providing charitable trust administration and philanthropic advisory services.
- National Christian FoundationcoreChristian community foundation providing charitable giving solutions and donor advised fund services.
- BTA Inc.coreBusiness transition advisory firm specializing in ESOP implementation and succession planning.
- The Menke GroupcoreRetirement plan consulting and ESOP administration firm.
- Wood Gutmann & Bogart Insurance BrokerscoreInsurance brokerage providing property and casualty insurance solutions for business clients.
- Venture Pacific Insurance ServicesminorInsurance agency providing property and casualty coverage for middle market businesses.
- Active Captive Management, LLCminorCaptive insurance management firm providing alternative risk solutions.
- Marsh Risk & Insurance ServicesminorGlobal insurance broker providing commercial risk and insurance advisory services.
Scale indicators2 records
Recent moves3 records
Expansion highlights3 records
Marion Consulting competitors and assessment
Company assessmentBroad incumbents
- Wilmington Trust (Wealth Management): Wealth advisory arm of M&T Bank providing investment management, trust, estate planning, and private banking to HNW families and business owners — comparable HNW segment and service breadth, with substantially larger institutional backing.
- Mercer Advisors: National RIA serving HNW households with wealth management, estate, tax, and financial planning — comparable client segment but operating as a scaled consolidator that has acquired many smaller HNW firms.
- Brown Brothers Harriman (Wealth Management): Private partnership offering wealth management, investment advisory, and trust services to HNW individuals, families, and institutions — comparable HNW focus with similar relationship-driven, multi-generational service philosophy.
- Bessemer Trust: Large multi-family office serving HNW and UHNW families with comprehensive wealth management, estate planning, and investment advisory services — directly comparable to Marion Consulting's core offering but at much greater scale and geographic breadth.
- Creative Planning: Large national RIA providing wealth management, estate planning, tax, and business-succession advisory to HNW households and closely-held businesses — directly comparable in service mix and client profile, though at vastly greater scale.
- City National Bank (Private Wealth): Private banking and wealth management division targeting HNW families, business owners, and entrepreneurs with integrated investment, trust, and estate services — directly comparable to Marion in California-market positioning and HNW/owner-operator focus.
Direct peers
- Moneta Group: Independent RIA serving HNW families, business owners, and retirees with comprehensive financial planning, investment management, and estate advisory — closely comparable to Marion's HNW/closely-held-business focus and full-stack advisory model.
- Whittier Trust: Private fiduciary and wealth management firm serving HNW families and closely-held businesses with estate, trust, investment, and business-succession services — directly comparable to Marion in target segment and integrated service offering.
- Glenmede: Independent wealth manager and trust company serving HNW families, foundations, and endowments with estate planning, investment management, and multi-generational advisory — closely aligned with Marion's HNW/multi-gen focus and trust-driven service model.
- Aspiriant: Fee-only RIA providing wealth management, tax planning, and estate planning to HNW individuals and families — directly comparable in target client, fee-only model, and integrated planning approach.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Customer concentration
Marion Consulting social profiles
Digital presenceMarion Consulting financial estimates
Financial estimateRevenue estimate
Valuation estimate
Marion Consulting leadership team
Management profileNumber of profiles
Profiles1 record
Marion Consulting funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Marion Consulting M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Marion Consulting
What does Marion Consulting do?
Marion Consulting provides wealth preservation and legacy planning advisory services to high net worth families and closely held businesses. Its core offerings include estate and gift tax planning, asset protection, philanthropic planning, investment management, business succession planning, retirement planning, employee benefits, life insurance planning, and life settlement services. The firm coordinates these services through an integrated network of allied legal, tax, accounting, insurance, and valuation professionals.
Is Marion Consulting a public or private company?
Marion Consulting is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Marion Consulting founded?
Marion Consulting was founded in 1980. It employs 1 to 10 people.
Where is Marion Consulting based?
Marion Consulting is headquartered in Irvine, United States, in the North America region.
How does Marion Consulting make money?
One revenue line is on record: financial Advisory and Consulting Services.
Who are Marion Consulting's main competitors?
Broad incumbents on record are Wilmington Trust (Wealth Management), Mercer Advisors, Brown Brothers Harriman (Wealth Management), Bessemer Trust, Creative Planning and City National Bank (Private Wealth). Direct peers are Moneta Group, Whittier Trust, Glenmede and Aspiriant.
Does Marion Consulting have an API?
No public API is recorded for Marion Consulting.
What industry is Marion Consulting in?
Marion Consulting's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite), with a secondary code of FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 523940 and its SIC code is 6282.