A complete list of active advisors currently associated with Marsh Wealth Management, LLC

Warmer can help you find a great advisor at Marsh Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Marsh Wealth Management, LLC, 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.