At Marshall, we plan for more than just your retirement. We partner with busy professionals, thriving entrepreneurs, and multigenerational families to holistically manage their wealth and support their overall wellbeing for the life they want today, as well as in the future.
We believe that having a sound financial position opens the door to a happier, healthier life. That’s why we see our job as total wealth management. We take time to get to know what wealth means to you – more time to spend with the kids, going on adventures, turning your hobby into a business, or maybe living a more purposeful life. Then we help you get there all while you enjoy the peace of mind that your money is working for you.
Marshall is a Fee-Only Wealth Management company founded by Bill Marshall, one of the first one hundred people to become a CERTIFIED FINANCIAL PLANNER™. Bill, and his business partner Jeanne Robinson, CFP® were visionaries in laying the groundwork for holistic wealth management. We pride ourselves in our dedication to our clients and our community.
*comprehensive wealth clients