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®

A Team Practice

We are supported by a national team of wealth management professionals. These individuals are notable for their experience, reputation and expertise, which means we can provide you access to our elite group of specialists working together to optimize your financial planning opportunities.

The Key to our Success

Atlas Financial is a group of financial planners within Lincoln Financial Advisors Corporation 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.