The Fiduciary Advantage
Fiduciaries are required to put their clients’ interests above all others. While this may seem obvious, consider that many financial advisors are not fiduciaries. It is commonplace for advisors to profit (through “revenue sharing”) by investing their clients’ money with specific funds, whether they are the best funds for the client or not. As fiduciaries, we are held to a higher standard of transparency and care, accounting for each client’s goals, risk tolerance, and circumstances.
What we appreciate most about Yvonne is that she has earned our complete trust. We rely on her guidance as if it were coming from a caring family member or other lifelong friend. This level of trust is rare today.
– Tom and Judy I.
The testimonial above was provided by a non-compensated current client who has no conflicts of interest.
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You have worked hard for your money.
It should work hard for you.
Marsh Wealth Management is a boutique fiduciary firm providing customized investment wealth management services, financial planning, and tax strategies. We can help you make informed decisions that ensure you get the most from the money you’ve saved.
Marsh. Ready for what’s next.
The CPA Advantage
In the accumulation stage of your wealth plan, taxes are usually simpler. Max out your pre-tax and ROTH contributions, and itemize to ensure you’re taking advantage of mortgage interest and charitable contributions. But as you near the preservation and distribution stages, tax issues become more complex, and a slight misstep can be very costly. As CPAs and fiduciaries, Mike Marsh and Yvonne Marsh counsel clients not just on the what and how of tax strategies but on the when.
The CFP Advantage
Yvonne Marsh is also a CFP® professional (Certified Financial Planner). While just about anyone can use the title “financial planner,” only a select few are certified by the CFP Board. CFP® professionals have met rigorous qualifications for financial planning and years of experience delivering financial planning services to clients. CFP® professionals also commit to high ethical standards and are held accountable by the Certified Financial Planner Board of Standards, Inc.
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What Our Clients Say
The testimonials below were provided by non-compensated current clients who have no conflicts of interest.
Having searched for a financial planner for some time, Marsh stood out as a true advisor, genuinely concerned with representing our best interest. Their knowledge and helpfulness in answering a myriad of questions and concerns has been an unexpected and valuable resource. They are a trusted partner in all things financial.
Keith and Wendy D.
As a client of Marsh Wealth Management, I have nothing but good things to say. They are very prompt at responding to my financial questions. They have offered some good ideas for minimizing tax burden, and are a great source of general financial information. They have been "straight shooters" regarding investment opportunities that are in line with my level of risk. Highly recommended.
I have used Marsh for several years to help manage my finances. They have been so helpful with not just managing my investments but also advising me on Medicare options and retirement issues. I would be lost without Yvonne’s help! I would recommend them highly to anyone needing financial planning.
Make informed decisions to ensure a comfortable retirement.
You’ve worked hard and saved well.
Now you’re wondering how much you’ll really need in retirement (and how much fun you can have with it).
Enjoy the peace of mind you’ve earned!
Enjoy your lifestyle and protect your legacy with tax-smart strategies.
As a high net worth individual, you have enough to live comfortably, but you want to control where it goes (without paying more in taxes than you should).
It’s your money! You decide!