Marshall Wealth Management Group

Specialties

In addition to financial planning and evolutionary investment management, we offer a broad array of advisory services addressing the diverse requirements of our successful clients. This includes retirement income planning, portfolio stress test, estate planning, generational planning, family enterprise planning, divorce counseling (CDFA) and elder care planning. We invite you to connect with us today!

Securities, financial planning and advisory services are offered through LPL Financial, a registered investment advisor. Member SIPC www​.sipc​.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Meet the Business Owner

Brad M.

Business Owner

With almost 20 years of financial experience, Brad has worked with individual and business clients. His client-​oriented practice embraces a personalized approach for all facets of planning, investment management and retirement considerations. Brad has developed a talent for listening to his clients’ concerns and helping clarify their objectives. He then addresses those issues by crafting individualized strategies.

His hands-​on approach extends to a broad array of professional services. Families, business owners and executives seek Brad’s counsel for financial, operational and succession planning directives.

Brad believes it is his responsibility to add value to his clients, whatever their particular need and objective. Since no two clients have identical financial circumstances or personal visions for their future, Brad’s listening skills, financial insight and strategic execution help ensure each client receives the personal attention and professional service they expect and deser