ANDREW MARSHALL FINANCIAL LLC

Overview

Andrew Marshall Financial LLC is a small, individually owned advisory firm focused on financial planning rather than full-service, discretionary portfolio management. The firm operates as a limited liability company and bills clients on an hourly or fixed-fee basis, which aligns with a planning-centric model: advising on goals, cash flow, retirement planning and implementation options rather than acting as a primary capital allocator. Investment activity appears oriented toward using third-party managers and packaged products. The firm does not present itself as an active ESG investor and is not positioned as a pension consultant or multi-state adviser. Given the fee structure and the lack of reported managed assets, the practice likely serves clients on an advisory and planning basis and refers or implements investment mandates through outside managers and product providers when needed.

Assets & Accounts

Investments & Alternatives

Location & Offices