Orion Marx, CFP^®, CLU, ChFC, CRPC, CBEC^® 7120 Beneva Road Sarasota, FL 34238 Phone: 941.366.2827 Fax: 941.366.3788 orion.marx@lfg.com

A Member of Sagemark Consulting Private Wealth Services

Orion Marx, CFP^®, CLU, ChFC, CRPC, CBEC^®

Committed to Your Success

Professional and objective financial advice, conducted on your terms, creates the critical connection to help you grow, preserve, protect and transfer the assets you have accumulated. That's why we're in business. In fact, that is our business.

The Key to Our Success

Sagemark Consulting Private Wealth Services is a preeminent group of financial planners within Lincoln Financial Advisors Corp. who have unparalleled experience in wealth management, business continuity and sophisticated wealth transfer strategies.

Experience that Resonates

Because we work exclusively with high net worth families, we have developed a thorough understanding of the unique problems and opportunities that you may confront. This translates into a time-tested ability to obtain measurable and meaningful results for you, your business, and ultimately, your family.

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Missouri, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Dakota, Tennessee, Texas, Utah and Wisconsin

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

CRN: 2076637-040318