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Our Approach

Client Centered

The cornerstone of Marshall Wealth Advisors is our proprietary financial planning process. We’re a multi-family office with the purchasing power, resources, and expertise of Lincoln Financial Network, an established Fortune 500 company with over 100 years of experience bringing industry-leading technology and subject matter experts to our team.

Through our financial planning process, we don’t stop at just one aspect of your life; we look at the entire picture. We put your needs and goals first in developing a plan tailored to your unique situation, which can include Business Owner PlanningInvestment PlanningEstate Planning StrategiesRetirement PlanningInsurance Analysisand Education Funding. You can feel confident that we have considered all aspects of your life and that your financial plan will identify solutions to help you achieve your financial goals and dreams.

We are an open architecture firm and work with many partners, including: