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Services

Service Agreement

Disclosure

Regulatory Links

Investment Custodian

My name is Gary Marshall. I created Marshall Wealth Management L.L.C. to be a financial resource for business owners, executives, and families who want a reliable source of information, opinion, and advice for conducting their financial affairs. In today’s uncertain economic environment, finding the right advisor to trust is more difficult than ever. Old measures of how to evaluate your relationships have proven undependable.

No longer can an advisor be trusted because she or he works for a large financial institution. Moreover, many people now realize that moving from a sales or transaction-oriented relationship to a true consultant relationship is both wise and comfortable. You will find links to sources where you can review our company’s regulatory standing, our filings, and background information on our representatives.

Marshall Wealth is a fee only financial consulting and investment advisor company. Marshall Wealth Management L.L.C. does not sell financial products such as insurance or investments. Rather, Marshall Wealth provides guidance to our clients on financial issues ranging from investments, insurance, and taxes to the more every day concerns such as the proper use of credit, negotiating major purchases, and education planning.

We hope you enjoy learning about Marshall Wealth.

Best wishes,

Gary Marshall, ChFC