Total Wealth Management for Your Happiest, Healthiest, Most Productive Life

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.

Setting The Foundation

As you journey toward financial freedom, we help you mitigate risk and make informed decisions so you can enjoy your wealth today, while having peace of mind about your future.

Growing Your Wealth

Juggle your busy lifestyle as our team of experienced professionals manages your growing wealth and focuses on helping you achieve your ideal today and tomorrow.

Financial Independence

As you focus on realizing your ideal retirement, we can help you maintain your financial wellbeing and offer support for new horizons.

Be Happy, Healthy and Wealthy

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.

More Than 39 Years in Business

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.

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More than 30% of clients* have been with us for 20+ years

*comprehensive wealth clients

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Ready to achieve financial wellbeing and live the life you always dreamed of?