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About Marion Financial Advisors…Taking the Worry Out of Your Financial Future Is My Only Goal

Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.

Whatever your current situation, financial concerns have an impact on your life and relationships. I can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

I am a Certified Financial Planner and Certified Public Accountant.

In addition to my work as a CPA, I have spent the last twenty five years in accounting and financial management positions in major U.S. corporations. In the course of this work in the last ten years I consulted on a daily basis with analysts and investors at U.S. mutual and hedge funds.

I earned a Certificate in Financial Planning from Boston University.

I am a member of the Alliance of Cambridge Advisors (ACA), a national network of fee-only financial advisors who have undergone rigorous academic training and utilize their collective expertise to provide in-depth financial advice. I am also a member of the National Association of Personal Financial Advisors (NAPFA).

When you work with me, you can expect:

Straight talk. I don’t sell any financial products nor do I receive any commissions. As fee-only financial advisors, my only compensation is what you pay for my professional advice. My complete focus is on what is best for you.
All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that I pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
Access. Life is constantly changing. For one annual retainer fee, you can meet with me or speak to me as often as is necessary to help you accomplish your financial goals. You can also choose to work with me on a more limited project basis.
Value for your money. I am committed to providing value that exceeds my fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than she charges you?
The highest professional standards. I am committed to the Cambridge Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Would you worry less with a professional fee-only financial advisor on your side? Contact me to learn more about the financial strategies that will help you achieve your goals.

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where I am registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which I, and my suppliers believe reliable, but I do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

Joanne Marion
Joanne C. Marion, CFP^®
CPA, MBA
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