• Personalized Financial Guidance for a Life of Confidence and Peace

  • Personalized Financial Guidance for a Life of Confidence and Peace

  • Personalized Financial Guidance for a Life of Confidence and Peace

  • Personalized Financial Guidance for a Life of Confidence and Peace

  • Personalized Financial Guidance for a Life of Confidence and Peace

  • Personalized Financial Guidance for a Life of Confidence and Peace

With compassionate and expert support, we'll help you build a secure and happy future.

At Norumbega Financial, we believe that financial security isn't just about numbers—it’s about peace of mind, confidence, and building a future you feel proud of. Our mission is to walk alongside families and individuals, offering personalized guidance with a heart-centered approach, so you can navigate life’s financial complexities with clarity and ease. We’re here to help you feel confident about your future and the legacy you're creating.

Our Services

Personalized Services to Meet Your Needs

Wherever you are in your journey, we offer personalized support to help you achieve your goals.
Explore the services designed to bring clarity, security, and confidence to your financial life.

  • Business Planning

    Comprehensive strategies to help business owners build and protect their wealth

  • Personal Planning

    Personalized plans to help you achieve your short and long-term financial goals

  • Estate Planning

    Protect your legacy and ensure your assets are distributed according to your wishes

Why Work with Us?

At Norumbega Financial, we offer deeply personal, values-driven guidance to help individuals and families feel confident and at ease in their financial journey. By simplifying the complex, we translate financial jargon into clear, actionable steps—all within a warm and welcoming environment where every question is encouraged."

Deeply Personal, Values-Driven Guidance:
We listen closely to your story, your goals, and your values to craft advice that feels as personal and meaningful as the relationships we build. We walk alongside you every step of the way, ensuring you feel confident and cared for.

Clarity and Simplicity You Can Trust:
We simplify the complex, translating financial jargon into clear, actionable steps. At Norumbega, you’ll never feel lost or overwhelmed—just informed, empowered, and secure in your financial decisions.

A Foundation for Your Dreams, Today and Tomorrow:
We create strategies that prioritize your long-term security while giving you the freedom to live fully today—whether that means pursuing hobbies, traveling, or spending more time with family.

Ready to experience a new level of financial confidence? Let's talk.

What Our Clients Say

  • "Thanks to Marion and Norumbega Financial, I feel confident about my retirement plans. The personalized attention and expert guidance were exactly what I needed!"

    – J.D.

    Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

  • "Marion’s approach made financial planning feel approachable and empowering. I’m now on track to achieve my goals with clarity and peace of mind."

    – S.R.

    Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

Video + Podcast

Marion’s Podcast are now active.

Follow link below:

Contact us at Marion@NorumbegaFinancial.com or call 207.862.2952