Advanced Wealth Strategies™
Douglas Marion is a seasoned financial advisor and strategist with over a decade of experience in wealth management and financial planning. Currently serving at Advanced Wealth Strategies since September 2012, Douglas focuses on providing educational resources for retirement, family, and estate planning for various clients, including small business owners and high net worth individuals. Previously, Douglas owned Prodigy Financial, offering a wide range of financial services, and held managerial roles at Epiphany Financial Group and United First Financial, where expertise in debt management and financial freedom was emphasized. Douglas began a career in finance as a loan officer at Carteret Mortgage and holds a BA in Economics from Lenoir-Rhyne University.
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Advanced Wealth Strategies™
📚At Advanced Wealth Strategies™, we take an education first approach with our clients, wealth is not defined by a product nor transaction. 📕We understand that financial worries often lead people to make investment decisions based on their emotions. 📗Our purpose is to build trust and confidence, to allow you to take your emotions out of your investments and redirect them back into the things and people that matter to you most. 📘Achieving true financial wellness means being able to enjoy time with people you love without concerning yourself with financial anxieties. 📙For 10 years, AWS has helped individuals, families, businesses in the greater Charlotte, Lake Norman, and now over a dozen states in the continental U.S., navigate the ups and downs of the market, changing tax laws and more. 📖From retirement planning and tax-optimized investment management, to 1031 exchanges, and business and family financial planning. AWS collaborates intimately with you to assess and integrate all aspects of your financial life into one, tailor-made comprehensive and defined action plan. 🔖In retirement, it’s not your Worth but rather, your Income, that dictates your standard of living. Investment Advisory Services offered through Everstar Asset Management, LLC, a SEC Registered Investment Advisor. Advanced Wealth Strategies and Everstar Asset Management, LLC are separate and independent entities. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.