Wealth Management is an extremely personal – and important – process. That is why we choose people for our team very carefully. While we always seek highly experienced professionals, we also look for great people, who are ready to listen without judgement and create plans that will meet your needs. It’s no wonder that many of our clients have been with us for over 10 years.
“If you have the right anchor and a strong set of values, you can always stay pointed in the right direction, even at difficult times.”
“Thorough financial planning involves building relationships and gaining a deeper understanding of clients’ lives to help them strive toward their goals, which I believe is incredibly rewarding.”
“One of the most important things to me is helping people and their families. Wealth management isn’t just about their money; it’s about their lives.”
“Some clients start a business with a focus only on how much profit they might make. It doesn’t take them long…
“When clients need to move quickly on a financial decision or a change, they appreciate that I get things done efficiently.”
“I’ve always been able to connect with people – to really listen and empathize. That drew me to a role where I can forge strong relationships with clients.”
“I love seeing clients achieve their goals and watching the results come together right along with them.”
“I follow a philosophy that our founder, Bill Marshall, instilled in me: Do what’s best for the client, and everything else will fall into place.”
“One of my goals is to remove the unknowns, so my clients feel more comfortable about their financial future, spend less time on finances, and devote more time to their careers and family.”
“Financial planning is about much more than managing money. It’s about helping clients use their financial resources to live the life they desire.”
“After working hard and saving, when do you have the confidence to start spending your money? I enjoy helping clients make that decision.”
“The greatest value I offer our clients is my perspective: They can trust that I’m always looking at things from their point of view.”
“Working with such good people like our clients, you can’t help but care about them personally. They feel that, and it makes them comfortable working with us.”
“I was drawn to Marshall Financial by the culture: It’s very positive, personable, and family friendly.”
“I’ve always had a growth mindset about my own life, and I take the same approach in working with my clients to help them realize their highest potential.”
“I try to put myself in our client’s shoes and understand what’s important to them. For me, it’s about listening first.”
“As one of my mentors advised, everyone needs someone to talk to about life and money. I like to give people a space to talk about what they value and what they want to accomplish in life.”
“I see our clients and their families as an extension of myself. So it’s important to me that I always do the best I can for them.”
“If you have the right anchor and a strong set of values, you can always stay pointed in the right direction, even at difficult times.”
“Thorough financial planning involves building relationships and gaining a deeper understanding of clients’ lives to help them strive toward their goals, which I believe is incredibly rewarding.”
“Some clients start a business with a focus only on how much profit they might make. It doesn’t take them long…
“I follow a philosophy that our founder, Bill Marshall, instilled in me: Do what’s best for the client, and everything else will fall into place.”
“One of my goals is to remove the unknowns, so my clients feel more comfortable about their financial future, spend less time on finances, and devote more time to their careers and family.”
“Financial planning is about much more than managing money. It’s about helping clients use their financial resources to live the life they desire.”
“I’ve always had a growth mindset about my own life, and I take the same approach in working with my clients to help them realize their highest potential.”
“I try to put myself in our client’s shoes and understand what’s important to them. For me, it’s about listening first.”
“I see our clients and their families as an extension of myself. So it’s important to me that I always do the best I can for them.”
“As one of my mentors advised, everyone needs someone to talk to about life and money. I like to give people a space to talk about what they value and what they want to accomplish in life.”
“One of the most important things to me is helping people and their families. Wealth management isn’t just about their money; it’s about their lives.”
“When clients need to move quickly on a financial decision or a change, they appreciate that I get things done efficiently.”
“I’ve always been able to connect with people – to really listen and empathize. That drew me to a role where I can forge strong relationships with clients.”
“I love seeing clients achieve their goals and watching the results come together right along with them.”
“Working with such good people like our clients, you can’t help but care about them personally. They feel that, and it makes them comfortable working with us.”
“I was drawn to Marshall Financial by the culture: It’s very positive, personable, and family friendly.”
“If you have the right anchor and a strong set of values, you can always stay pointed in the right direction, even at difficult times.”
“I follow a philosophy that our founder, Bill Marshall, instilled in me: Do what’s best for the client, and everything else will fall into place.”
“The greatest value I offer our clients is my perspective: They can trust that I’m always looking at things from their point of view.”
To best serve our clients, we are constantly continuing our education and keeping up with industry guidelines and ethics through these partner organizations:
