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
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®

Tuning Your Future

Professional and objective financial advice, conducted on your terms, creates the critical connection to help you preserve, grow 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.