Experience

Marion Consulting, LLC

• United States
• Financial Services
• 1 - 100 Employee

• President & Managing Partner

  • Jan 1979 - Present

  Michael is the founder and president of Marion Consulting, LLC. He has focused his practice on Family Wealth Transfer, Philanthropic Planning, Business Succession and Executive Benefit needs of high net worth families and successful closely held businesses. Marion Consulting, LLC has established relationships with a unique network of top performing professionals from every relevant discipline. We collaborate with the best of the best. The result is an all-star team of financial, insurance, legal and tax experts with specialized and extensive experience working with high net worth families and closely held businesses. Our firm has developed substantial business interests in Southern California, as well as Phoenix and Scottsdale, Arizona. Show less



Acumen Insurance Solutions

• United States
• Insurance
• 1 - 100 Employee

• Principal

  • May 2021 - Present

  At Acumen, our team works diligently to solve estate planning, business succession, and executive retention issues for families, businesses and nonprofits using strategically-designed tax-efficient life insurance products. We strive to help people gain financial peace of mind and preserve family harmony by providing the best-in-class life insurance products, knowledge, and service. At Acumen, our team works diligently to solve estate planning, business succession, and executive retention issues for families, businesses and nonprofits using strategically-designed tax-efficient life insurance products. We strive to help people gain financial peace of mind and preserve family harmony by providing the best-in-class life insurance products, knowledge, and service.



Marion Consulting, LLC - Orange County, CA - Scottsdale & Phoenix, AZ

• Orange County, CA - Scottsdale & Phoenix, AZ

• Forever ... "so far" ...

  • Jan 1979 - Present