3458 Ocean View Boulevard,
I have had a very high appreciation for John since the first time I met him. My first impression of him was a person who was fine-tuned. Clean, sharp, and in great shape. Respectful, honest, confident. It turns out I knew his father, Mr. Marshall, from playing golf at a small country club. Raised without a father, I immediately took to Mr. Marshall while golfing with him as someone to admire. You learn a lot about a person while spending 5 hours together in a sport that will bring out your integrity and character. I thought how it would have been so great to have a father like him to teach you how to be a real man. Turns out I was correct. His son John has been a blessing not only as an advisor but as a friend. He listens, he cares, and he understands how life works. Everyone has a different story, and he understands that. He’s almost a therapist for me. I can unleash my fears and doubt without hesitation. Retirement was a scary unknown for me. John has guided me through all my fears. I always walk away feeling better about myself and my future after spending time with John and his staff. They are there in the same content. Helpful, caring, respectful. Our paths crossed, and John’s relationship has been everything I hoped it would be for my family and our future.
Testimonial provided by Mark, 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-6023585-101323
John deeply connects with his clients, knowing their specific needs and special circumstances. This applies not only to their financial needs and circumstances, but also to their family dynamics and relationships.
John was a critical member of my team that helped me sell our family business. He was with me every step of the way as I considered selling the business that had been in the family for over 90 years. He helped me process the financial, legal, tax, and emotional aspects of the negotiations. The decision to sell was a deeply personal and consequential decision for me and for my family. Throughout the lengthy process John consistently put my best interest ahead of his own.
John also assisted me with my mother’s estate, helping her see that she can move assets out of her taxable estate without losing control of them while she’s still alive. He took the time to connect with her heart to heart and become familiar with what matters to her most.
Marshall Wealth Advisors services are all inclusive – a family office with boutique/concierge service. They get involved in all aspects – insurance, family wealth management, asset protection, estate planning, LLCs and family trusts.
The entire team is very hands on – not simply “an advisor” in the traditional sense. When you hire John and his team, you become part of the family. They genuinely care about you. Knowing they are available 24/7 and just a phone call away gives me great peace of mind.
Testimonial provided by Steve, 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-6061807-103023
John Marshall is a unicorn in the noisy world of wealth advisors. His calm and meticulous faith-based approach to using wealth to address the importance of legacy, communication, and family relationships is potentially life-changing for his clients and something they can’t get anywhere else in their lives. Family relationships have been repaired and grown because of the work John does. Oh, and by the way, he is also an expert technician in protecting and growing wealth and checks all those boxes, as well. John is one of my closest inner circle advisors, and I trust him.
Testimonial provided by Don Riddell, 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-6063737-103123
John’s “unique ability” is the level of empathy that he seamlessly integrates into his business relationships. You never feel like a “client” when interacting with John; rather, you have a family friend who you can rely on for incredibly sound financial advice.
When my parents passed, it was easy to tell that John was also personally affected by the loss, to the point where I felt that I was commiserating with a brother and not simply a financial advisor. This relationship and interaction made it easier to start to tackle the intimidating tasks associated with settling our estate.
John’s team is exceptionally detail-oriented and incredibly responsive. Their level of knowledge about finance, markets, business, and investing is unparalleled. This acumen, married with their personal touch, makes it very easy to move your personal and financial goals forward in a manner that is as seamless as collaborating with your good friends, forming a plan, and then high-fiving at the end as his team executes.
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
John possesses a truly remarkable gift - the ability to connect with people on a deeply personal level. He doesn't just see you as a client; he wants to know who you are as a person, your dreams, your fears, and your aspirations, before he even begins to offer financial advice.
In my experience, working with John has felt more like having a close friend by my side. His genuine interest in my well-being and his commitment to understanding me as an individual make all the difference. I've never felt like just another account or transaction. John's approach is incredibly refreshing, and it's what sets him apart from others in his field.
His dedication to building personal relationships goes beyond mere financial guidance; it's about creating a bond of trust and understanding. I'm fortunate to have John as not only a trusted financial advisor but also as someone I consider a friend, who has been a reliable pillar of support in both my financial and personal life.
What's even more remarkable is how he extends his helping hand to others. He's been a lifeline to some of my friends during challenging financial times, providing guidance and expertise when they needed it most. One standout example is his incredible support to a young daughter of a dear friend who tragically passed away. This young woman was left with no knowledge of finances or how to prepare for her future, but John took her under his wings.
His dedication to her financial education and well-being was nothing short of inspiring. He not only helped her navigate the complexities of personal finance but also provided emotional support during a difficult time. John's selflessness and genuine care for those he assists are qualities that are hard to find, and I am grateful to have him as a trusted advisor and friend.
Testimonial provided by Judy, 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-6023582-101323
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.
But what truly distinguishes and sets John apart is his consistent caring and genuine concern for our family's health and well-being; he makes you feel like family from the very first moment you meet him. Over the years, he has forged personal and trusting relationships with every member of our family and continues to demonstrate time and time again that he has our best interests at heart. He was one of the first to reach out during some of the most significant milestones in our lives, whether it be our daughter's engagement or the loss of our parents. His support in navigating the complex financial aspects of our parents' estate allowed us to focus on what truly mattered - the unity of our family during difficult times.
Whenever we find ourselves at a crossroads, seeking guidance on important decisions, we often ask him a simple question, "John, would you do this for your family?" because we know how deeply he prioritizes family, as do we. He doesn't just say it; he lives and breathes it, both personally and professionally. It takes a lot to earn our trust, particularly after managing a family business with hundreds of employees. John, however, has stood the test of time. Every time we questioned a decision or hesitated to make one, he has responded with remarkable kindness, patience, and empathy, along with a wealth of information and guidance that helped us make informed choices while easing our concerns.
In the world of managing our hard-earned money, trust is paramount, and John Marshall has truly earned our complete trust and confidence. He has transcended the typical client-advisor relationship and has become a trusted friend.
If you are seeking not just a financial advisor but a caring and trusted partner in your financial journey, John Marshall and his team are our recommendation.
Testimonial provided by Joe and 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
From the day that we first met, John Marshall exuded a unique mix of confidence and warmth that most businessmen lack. I felt comfortable in the way he 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. He explained and taught me how I could invest and grow financially in a way that empowered me; with continual lessons that any layperson could understand, he never made me feel bad about my lack of knowledge regarding finances, which was comparable to learning a foreign language.
What is also incredibly special about John is his high level of integrity, kindness, and commitment to his clients, which has never wavered. Joining John and his team is truly like becoming a family member. There is never a question too small or unimportant that is handled with the highest respect by all members of his team. I feel so lucky to have him in my life, and encourage anyone who is looking for a qualified and competent organization to handle their financial future. Rest assured that this is the only place to be.
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
The most outstanding quality of John Marshall, in addition to his intellect and knowledge of the financial world is the fact that HE CARES.I first met John in reference to a financial problem. My accountant had referred him to me. It was just to be a one-time meeting to advise me on a certain investment. I spent an hour with John that first meeting and was quite impressed. Subsequently, I asked him if he would like to analyze my financial portfolio. He said yes, and we went into an analysis. His approach to the analysis was far beyond anything I had previously encountered. He asked numerous questions about me, my family, and many other aspects of my life, my knowledge, and my goals. After he reviewed this questionnaire, he understood that my main financial goal was the security of my family. At the end of the analysis, he did indeed restructure some of my financial investments. The one thing he noted was that the investments were sound, but I was paying too much for the business. I thought this was quite a remarkable insight. Going forth, he has kept the goal of maintaining my finances so that my children would be secure into the future. His ability to analyze the financial world and then to be able to fit them to your needs is a great quality. He is thoughtful, very analytical, and only makes decisions after processing all the data that is required. He contacts me on an as-necessary basis when he feels that we need to restructure some of the investments. He always includes me in these discussions at a level that I can easily understand.
As I have continued to work with John over the years, in addition to the qualities that I mentioned above, I see that he is truly an outstanding individual. I realized he has a strong Christian faith, not an overzealous individual, but one who truly believes. We have had several discussions, and the more I converse with John, the more I find him to be a very ethical and moral person. As I stated, John’s outstanding quality and characteristic is the fact that HE CARES.
An example of this is when I referred my daughter to him to evaluate her financial status. My daughter was divorced, and she explained to him in their first meeting the situation of her marriage and divorce and subsequent outcomes. After listening to my daughter, John actually cried tears. This is an example of a man who cares not only about your finances but about you as a person. John has created a very intricate, detailed, and very successful financial portfolio for me. After some time, I realized that this very intricate financial portfolio needed to be explained to my four adult children and their spouses. John offered to have a family meeting. We gathered in his office and spent hours discussing and educating my family on the financial portfolio. In the end, they understood and commented to me what an amazing individual John is. There was no charge for this encounter. In fact, he stated any time we need to reconvene, please do not hesitate. John has structured an excellent team in his organization. They are well-informed and knowledgeable and respond to your needs immediately. John himself is always available. I never hesitate to contact him as I know I can rely on him to be available and to answer any questions that I may have. As the years have gone by, I now consider John not only to be my very capable financial planner but also my friend. I feel very fortunate to have John in my life, for I realize I am dealing with someone who really cares for my best interest, not only in my financial matters but also about me as a person. HE REALLY DOES CARE.
Testimonial provided by Santo, 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-6061780-103023
The first time I met John he asked me to explain my current estate plan. I was unable to because it was too complicated, and all messed up with insurance and other problems. John listened and asked if I would gather all the information on my parents plan as well as what we were thinking of doing with our estate plan and he would sort it out and make sure it made sense and develop a plan for Jane and me.
I could tell that John was a man of God and he would become my new Christian brother. We ended our meeting in prayer, praying for each other’s businesses! This was the start of a long faithful friendship.
John has been blessed with a God given talent of listening to what you have to say by asking the right kind of questions and helping us to understand how our estate structure works to make sure we will be financially set in our retirement. He also offered to look out for the rest of our family and see if they are all doing okay with their financial planning.
John’s ability to explain everything to us simply, honestly and in a caring way is exceptional and very much appreciated. John’s integrity and truthfulness is second to none.
John has also assembled an excellent team – all working together to obtain the best results for his clients. His team is efficient, caring, honest, trustworthy – always willing to help solve a problem or find an answer. His team is very accessible even after business hours. If they can’t give me an immediate answer, they will research it and get back to me as soon as possible. I also love the idea of John’s daughter, Sierra, coming into the family business, just as Jane and I have enjoyed our son & daughter-in-law taking over our third-generation business. Jane and I also appreciate his prayers and his helping clients find opportunities to use their cultural capital to help fulfill the Great Commission if they so desire.
Testimonial provided by Rick and Jane, 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-6061848-103023
John’s unique ability is the creation of a personal friendship and total trust with us. Ten years ago, we were referred to John by our tax accountant, with whom we have worked for over 30 years. He knows our financial life and us personally, which made the introduction to John even more relevant.
Importantly, John doesn’t charge by the hour, which leads one to avoid contact in order to not rack up costs. At the same time, he gives his time fully to us. He never says he’s too busy to talk/meet, and he always makes us feel like his most important clients. This is a unique gift.
John goes far beyond the role of financial advisor. He’s become a friend who truly looks out for our best interests. It became immediately apparent that our values align about family. We know each other’s spouses and kids. He’s spent time educating our kids about the stock market, mutual funds, interest rates, and the importance of investing wisely from a young age. Our son opened his first account with John using $500 from his piggy bank. He is fully diversified and aggressively invested.
With John by our side, I don’t need to sleep with one eye open worrying about financial strategy and risk because he’s generally one step ahead of us at all times.
The most meaningful experience that John has shared with our family is the business succession process. This was so incredibly significant because it had a direct correlation to the gift of increased quality time with my family. From my elementary-age children’s perspective, they got their mommy back and were able to cease late afternoon phone calls to find out if/when I’d be home for dinner. While I’ve always been extremely career-centric, the steps taken to thoughtfully and gently release me from the pull of the family business were bar none, one of the most important in my life. With John’s initial leadership, together with my family partners, we were able to sell our company and trade in for new lives centered around our family and the things that truly matter in life.
After the sale of our family business, John methodically lead us through a series of other financial planning decisions and a massive estate planning process (including sourcing the right attorney to design/draft the documents), life insurance (which I have always avoided due to my poor perception of the product), and educating our kids about investments and money management.
Working with John, you will immediately see the difference in his personal, responsive, fun, and loving approach. He is able to narrow down what’s most important to you and focus on helping you achieve your objectives.
Testimonial provided by Andrea and David, 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-6027493-101623
John’s team gets the job done. In a world where it is easier to start something than to finish, John and his team are tenacious in helping clients realize their planning goals and objectives.
John possesses a distinct aptitude for guiding individuals, couples, and families to discern their core values and priorities. Leveraging this insight, he expertly helps them to align financial strategies to resonate with and fulfill these intrinsic goals.
I’ve had the pleasure of working with John with several of his clients. He helps them not only to create a vision for their wealth, but he and his team work with all the professionals to ensure that any structure and implementation is completed and successful.
Non-client endorsement provided by David York on 10/13/2023. No cash or non-cash compensation was provided to the endorsement provider in exchange for this endorsement. However, Mr. Marshall periodically refers potential clients to Mr. York and vice versa on an informal, uncompensated basis. As a result, Mr. York has a conflict of interest in providing this testimonial given his financial incentive to receive future client referrals from Mr. Marshall. This endorsement is based on the endorsement provider’s unique experience, may not be representative of others’ experiences, and is no guarantee of future performance or success. CRN-6061842-103023
John has a very unique ability to explain in laymen terms all the financial complexities and questions you will have regarding investing your hard earned money into a system that can be very over whelming. He also listens to all your personal concerns and helps guide you to make decisions with out any PRESSURE that you can understand and feel comfortable about making.
As a now retired business owner for over 40 years, John was very valuable helping me guide my finances for retirement after selling my business. He gave great advice on how to avoid pitfalls and efficient ways to take care of my family into the future.
Not only do you get all the knowledge and perspective from John but also his staff is very personable and helpful. They are a team of professionals that truly care about you and your needs. I feel blessed and in good hands.
Testimonial provided by Scott & Cindi, 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-6063698-103123