Broker Check
John Marshall, CBEC, AIF

John Marshall, CBEC, AIF

Founding Partner

John Marshall is a founding partner of Marshall Wealth Advisors. Over the past 30 years, John has worked with families and their advisors, designing and implementing plans that are designed to help transition, grow, and protect assets in excess of $1 billion. John is a Certified Business Exit Consultant (CBEC®) as well as an Accredited Investment Fiduciary (AIF®). As a CBEC®, John works within a proven process to help business owners understand their exit options, whether they desire to transition their business to family, management, a competitor, or a financial buyer.

In addition to professional experience, John has personal experiences that inform his planning approach. Raised in a family that owned private businesses, John has lived through the financial and emotional aspects of selling a family business and transitioning a family business to the next generation. Additionally, within his family, John has felt first-hand the impact of long-term care and planning issues related to stroke, terminal illness, and the unexpected passing of a young family member. These personal experiences drive John to work with a sense of urgency and purpose.

John speaks nationally and has been a certified continuing education instructor under Lincoln’s providership in all 50 states, always learning and adding new skills and ideas on his client’s behalf. He has appeared on CNBC television and has been quoted in Business Week and Financial Times.

An All-American water polo player in college and an accomplished athlete, John integrates the principles of teamwork and endurance in executing strategy. He is also dedicated to working on behalf of different charities and volunteers at his church. A lifetime California resident, John lives in Glendale with his wife, Kari, and their three daughters.

John was the recipient of the Stuart Smith Award from Lincoln Financial Advisors in 2019. Lincoln Financial Advisors Stuart Smith Award is an internal recognition for outstanding business performance, community service, and commitment to family.

CRN: 6046942-102423