MARSHALL WEALTH MANAGEMENT, LLC

Overview

Marshall Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Marshall Wealth also operates as an insurance broker, which informs its use of annuity and insurance-based solutions alongside traditional advisory services. Investment activity is modest and tilted toward equities: the firm reports a clear preference for exchange-traded equities as its primary asset sleeve. Marshall Wealth uses a mix of fee arrangements (percentage of AUM, hourly charges and fixed fees) and maintains a non-discretionary advisory posture across its assets, which means investment decisions generally require client approval rather than being delegated fully to the adviser. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices