A complete list of active advisors currently associated with Marsh Financial Group

Warmer can help you find a great advisor at Marsh Financial Group or one who fits your needs even better.

Marsh Financial Group is a state-registered investment adviser that provides discretionary portfolio management to individuals, high‑net‑worth clients, personal trusts and estates, and small business retirement plan sponsors. The firm offers retirement‑plan consulting (including participant enrollment and education) in addition to constructing portfolios using mutual funds, ETFs, stocks, bonds and options. The firm describes a primarily long‑term investment approach informed by fundamental analysis, with technical analysis used for trade timing; it will nonetheless trade positions held less than a year for rebalancing, client needs or tactical reasons. Portfolios may include concentrated positions, options strategies and use of margin as risk‑management or positioning tools, and MFG performs ongoing monitoring and custom asset allocation per client objectives. Compared with many firms of similar size, MFG documents arrangements that enable work with institutional plan sponsors and non‑retail entities through its retirement‑plan consulting services, and its advisory personnel also engage in separate insurance sales. The firm’s ADV discloses a prior regulatory suspension for recordkeeping in 2014 that it reports has been remediated, and it operates with two advisors managing roughly $10.5 million for about 92 client relationships.

To learn more about the advisors currently working at Marsh Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.