Marsh Wealth Management, LLC
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About
Marsh Wealth Management, LLC serves individual and high‑net‑worth clients with ongoing portfolio management, retirement‑plan advice, and financial planning. The firm provides both discretionary portfolio management and advisory services for held‑away retirement accounts through programs described in its brochure, and it manages accounts using institutional custodians and negotiated platforms.
The firm assigns clients model portfolios grounded in strategic asset allocation and Modern Portfolio Theory, documents goals in an Investment Policy Statement, and uses a bucket strategy for more complex households. Marsh Wealth conducts at least quarterly reviews and provides specific 401(k)‑focused services (including an advised 401K+ interface and 401K EZInvest offerings) to help clients align plan options with their risk tolerance.
Several features disclosed in the brochure distinguish the firm from many peers: its principals and some representatives maintain affiliated accounting and insurance practices (with commissions and related conflicts disclosed), it acts as a promoter and co‑advisor in a third‑party 401(k) advisory program that pays co‑advisor fees, and it reports using endorsements, client testimonials, periodic newsletters and educational seminars or workshops as part of its client outreach and education. These combined affiliations, retirement‑plan co‑advisory role, and use of promotional materials are noted as atypical among similarly supported firms.
Client services
Expertise
Fee options
Financial planning fees negotiated between $450 and $4,000 depending on plan complexity.
$0 - $200,000: 1.25% $200,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.55%
401K EZInvest service fee: either $125/month per account or 0.35% annually asset-based fee, negotiable; 401K CoPilot fees charged by Absolute Capital up to 2.00% annually, negotiable.
Account minimum: $200,000
Main office
504 Ebenezer Road
Knoxville TN 37923
Advisors at this office
3
Most active in
North Carolina · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Yvonne M
Series 66
Knoxville, TN
Marsh Wealth Management, LLC
Yvonne Marsh is a financial advisor at Marsh Wealth Management, LLC with 14 years of industry experience. She holds the Series 66 designation and is also a Certified Public Accountant and licensed insurance agent. Marsh has been with Marsh Wealth Management since 2015 and is an owner of Marsh Professional Group, LLC in Knoxville, TN. Marsh Wealth Management, LLC provides portfolio management, retirement-plan advice, and financial planning for individual and high-net-worth clients. The firm utilizes strategic asset allocation and Modern Portfolio Theory in its model portfolios and offers specific 401(k) advisory services, distinguishing itself through its affiliated accounting and insurance practices and its role as a co-advisor in third-party 401(k) programs.
Michael M
Series 65
Knoxville, TN
Marsh Wealth Management, LLC
Michael Marsh is a financial advisor at Marsh Wealth Management, LLC in Knoxville, TN, with eight years of industry experience. He holds a Series 65 designation and has been with Marsh Wealth Management since 2017. In addition to his advisory role, Marsh is an owner and active manager of Marsh Professional Group, a Tennessee-based Certified Public Accounting firm that provides risk management and tax services to the community banking industry and other clients. Marsh Wealth Management serves individual and high-net-worth households with portfolio management and comprehensive financial planning, including retirement-plan rollover advice. The firm employs a model-portfolio approach based on Modern Portfolio Theory and offers specialized services for employer-sponsored plan assets through its 401K+ and 401K EZInvest programs.
Jeffrey L
ChFC®, Series 63
Knoxville, TN
Marsh Wealth Management, LLC
Jeffrey Loos is a financial advisor with Marsh Wealth Management, LLC in Knoxville, TN, holding the ChFC® designation and Series 63 license, with 21 years of industry experience. He previously worked at Modern Wealth Management, LLC and Coulter & Justus Financial Services, LLC. Outside of his advisory role, he is also a licensed insurance agent. Marsh Wealth Management serves individual and high-net-worth households, providing portfolio management and comprehensive financial planning, including retirement-plan rollover advice. The firm uses a model-portfolio approach based on Modern Portfolio Theory and employs strategic asset allocation and rebalancing with regular account reviews.
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