A complete list of active advisors currently associated with Manion Financial Solutions LLC
Warmer can help you find a great advisor at Manion Financial Solutions LLC or one who fits your needs even better.
Manion Financial Solutions LLC provides fee-only financial planning primarily for individuals and high-net-worth clients through comprehensive, ongoing, and project-based engagements. The firm also offers business-planning and employee-benefits consulting for business owners and conducts educational seminars for groups. The adviser combines multiple analytical approaches — including fundamental, technical, cyclical, charting analysis, and Modern Portfolio Theory — when making investment recommendations and can tailor portfolios to include socially responsible strategies at a client’s request. It delivers written plans and implementation advice but does not exercise investment discretion or execute trades on clients’ behalf; clients retain responsibility for selecting custodians and implementing recommendations. Compared with many independent solo advisers, the firm reports $0 in assets under management and does not provide discretionary portfolio management or rely on percentage-of-AUM fees. Its emphasis on business-owner consulting, employee-benefits work, and public educational seminars is an additional distinguishing element relative to typical peers.
To learn more about the advisors currently working at Manion Financial Solutions LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ligonier, PA
| 2
|
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