Manion Financial Solutions LLC

Manion Financial Solutions is a fee-only independent advisory firm founded in 2024 and operated by a single principal; it provides financial planning to individuals, including high‑net‑worth clients, through comprehensive, ongoing, and project‑based engagements. Services described in the brochure include business planning, employee benefits optimization, retirement and estate planning, investment analysis, tax planning, and educational seminars and speaking engagements.

The firm does not provide investment management or custody of client assets—its Form ADV reports $0 in discretionary and non‑discretionary assets under management—and offers securities recommendations only within the context of financial planning. It tailors plans to client‑imposed restrictions, coordinates with third‑party professionals (including participating in meetings with attorneys and tax advisors), and delivers group seminars, signaling an emphasis on advice and education rather than discretionary portfolio oversight.

Several aspects of the firm’s model are uncommon among independent solo advisers: it explicitly reports no AUM and does not rely on percentage‑of‑assets fee arrangements, while offering public and organizational educational seminars and targeted business‑owner and employee‑benefit consulting. The principal’s CFP credential and prior experience in education and tutoring are reflected in the firm’s seminar and instructional offerings, distinguishing its planning‑and‑education focus from peers that primarily provide portfolio management.