At the Center of Everything is a Relationship
The cornerstone of Marshall Wealth Advisors is our
proprietary financial planning process,
which serves clients at all stages of their lives.

Our Mission to Serve
We believe that long-term relationships are more important than short-term gains and will never sacrifice the former for the latter. Conviction in what we do, the courage to help our clients take action, and communication that builds understanding and trust are the commitments we make to each client.
Mark
Business Exit, Estate, and Investment Planning Client
“John Marshall listens, he cares, and he understands how life works. He knows everyone has a different story, and he understands that. Retirement was a scary unknown for me, and John guided me through it.”
Testimonial provided by Mark, a current client of John Marshall, on 10/13/2023. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client’s unique experience, may not be representative of other clients’ experiences, and is no guarantee of future performance or success. CRN-6023583-101323
Joe
Multi-Generational Client
“John integrates a high level of empathy into his business relationships. You never feel like just a client when interacting with John. Rather, he feels like a family friend you can rely on for incredibly sound financial advice.”
Testimonial provided by Joe, a current client of John Marshall, on 10/13/2023. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client’s unique experience, may not be representative of other clients’ experiences, and is no guarantee of future performance or success. CRN-6023583-101323
Carmen
Financial Independence, Investment, Estate Planning Client
"I felt comfortable in the way John helped me understand the world of finances of which I was thrown into due to a messy divorce. I knew nothing about finances or how to navigate my way into a new world of controlling and investing money, which I could have lost very quickly without his help."
Testimonial provided by Carmen, a current client of John Marshall, on 10/12/2023. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client’s unique experience, may not be representative of other clients’ experiences, and is no guarantee of future performance or success. CRN-6061815-103023
Joe & Julie
Business Exit, Estate, Investment, and Multi-generational Planning Clients
"John Marshall is exceptional, and his financial management brilliance is undeniable. His deep knowledge, strategic insights, and unwavering commitment to our financial and personal well-being have consistently impressed us. Not only has he expertly managed our portfolio to our personal level of risk, but he has also provided invaluable guidance and has helped us build a very strong estate strategy to help us preserve and use our wealth for generations to come."
Testimonial provided by Joe & Julie, a current client of John Marshall, on 10/12/2023. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client’s unique experience, may not be representative of other clients’ experiences, and is no guarantee of future performance or success. CRN-6027474-101623
Services
How Can We Help You?
We are available 24/7 to our clients and offer personalized, accessible services with institutional resources.
Business Owner Planning
Navigate the complexities of private business ownership and meet your goals with our tailored strategies and exit planning advice.
Investment Planning
Unlock your financial potential through personalized investment strategies designed to help you achieve your long-term objectives.
Estate Planning Strategies
Safeguard your legacy, prepare heirs, and ensure your wealth is transitioned according to your shared family values with our comprehensive estate planning solutions.
Retirement Planning
Plan for a secure and fulfilling retirement by creating a customized roadmap that aligns your financial resources with your retirement dreams.
Insurance Analysis
Gain a sense of security knowing your family's future is protected. Our comprehensive insurance analysis helps to ensure you have the coverage you need.
Education Funding
Invest in your children's and grandchildren’s futures by developing a solid education funding strategy that paves the way for their academic aspirations.
Resource Center
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Investing with Your Heart

Inflation & Your Money

Your Cash Flow Statement
