Founded in 2009 by Kevin Marshall, Marshall Wealth Management, LLC is an independent, fee-only wealth management firm based in Needham, Massachusetts. As a fiduciary, the company is legally and ethically bound to act in its clients' best interests. Its core mission is to provide objective, personalized financial guidance to help clients achieve their life goals. The firm specializes in a range of services including investment management, retirement planning, financial planning, estate planning, and tax strategies, serving a diverse clientele from young professionals to retirees.

Founded in

United States