John Marshall is a founding partner of Marshall Wealth Advisors and brings more than 30 years of experience advising families, business owners, and their advisory teams. Throughout his career, John has designed and implemented sophisticated planning strategies to help families transition, grow, and protect wealth totaling more than $2 billion.
John is a Certified Business Exit Consultant (CBEC®) and an Accredited Investment Fiduciary® (AIF®). As a CBEC®, he works within a proven framework to help business owners evaluate the full range of exit options—whether transitioning ownership to family, management, a strategic buyer, or a financial partner—so decisions align with both financial objectives and family priorities.
John’s professional approach is deeply informed by personal experience. Raised in a family that owned private businesses, he has firsthand experience with the financial and emotional complexities of selling a family enterprise and transitioning ownership across generations. He has also navigated the realities of long-term care planning, serious illness, and the unexpected passing of a young family member. These experiences shape his sense of urgency, empathy, and purpose in guiding clients through critical life transitions.
A nationally recognized speaker, John has served as a certified continuing education instructor under Osaic Wealth Inc. in all 50 states and is committed to continuous learning on behalf of his clients. He has appeared on CNBC and has been quoted in BusinessWeek and the Financial Times. John also serves on Osaic’s National Advisory Board, a select group of 15 advisors who collaborate with senior leadership to help shape strategy, products, and key initiatives.
A former All-American collegiate water polo player, John continues to compete at a high level as a CrossFit athlete, ranking in the top 2% worldwide in his age group. His lifelong commitment to high-performance athletics reflects the discipline, teamwork, endurance, and resilience he brings into his professional work and client relationships. He is actively involved in charitable organizations and volunteers through his church. A lifelong California resident, John lives in Glendale with his wife, Kari, and their three daughters.
In 2019, John received the Stuart Smith Award from Lincoln Financial, recognizing outstanding business performance, community service, and commitment to family.
*Use of the AIF designation does not imply that Osaic Wealth or its Investment Advisor Representatives may act in a fiduciary capacity for ERISA Plans.
CRN: 6046942-102423