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Why Marsh?

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.

Finally found someone I can trust to look out for my best interest, someone who has produced sound results and someone with whom I have confidence in. I highly recommend Marsh Wealth Management.

– Lenny G.

Client, not paid

Have a burning financial planning question? 
Send it to us, and we’ll answer it for free.

Happy retired couple on vacation at the beach

Your Fiduciary Wealth Management partner in Knoxville, TN

You have worked hard for your money.
It should work hard for you.

At Marsh Wealth Management in Knoxville, TN, we specialize in providing personalized wealth management services, including investment strategies, financial planning, and healthcare solutions. As a fiduciary firm, our priority is helping you maximize the value of your hard-earned savings with a focus on your unique goals and needs.

Marsh. Ready for what’s next.
Retiree Getting Ready for Fishing

Are you a 401k millionaire
within 5 years of retirement?

If you’re excited about the next phase of life, but also need a little guidance to make it all happen, then look no further.

 

Your stress-free retirement is on the horizon.  

Retired Grandmoth Gardening with Grandchild

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! 

Marsh Wealth Management Knoxville, TN Office
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.

Yvonne and Michael Marsh | Certified Financial Planners

How can we help you?

Select the option below that
best expresses your top financial priority.

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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.

Ed P.

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.  

Diane H.

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