Client Testimonials

"What we appreciate most about Yvonne, is that she has earned our complete trust. We rely on her guidance as if it were coming from a caring family member or other lifelong friend. This level of trust is rare today."

"As a newly retired person, I felt I needed help with my finances to ensure I would be OK. I met with Yvonne Marsh, and we went over everything I had, and my desires of how I wanted to live. A proposal was presented to me after a few weeks, that mapped it all out for me. I felt relief and confident about having a plan that would keep me secure for the long haul. I’m very grateful to Yvonne and Marsh Wealth Management for making me feel worry-free. "

"I contacted Yvonne Marsh, CPA 10 years ago after becoming a widow. I wanted help to guide me in my investments, social security, retirement planning, long term care insurance. She does it all and has done a stupendous job! I refer anyone that asks me to Yvonne & her firm."

"Having searched for a financial planner for some time, Marsh stood out as a true advisor, genuinely concerned in representing our best interest. Their knowledge and helpfulness in answering a myriad of questions and concerns have been an unexpected and valuable resource that we have utilized numerous times. They are a trusted partner in all things financial."

"When I was referred to Marsh Wealth Management, I was going through a divorce. I needed a fresh look at my financial assets and a plan for moving forward into retirement. I am continually pleased with my financial plan and their personal attention. I value the Marsh's integrity and depth of knowledge. I recommend the expertise, resources, and honesty of Marsh Wealth Management to friends and prospective clients."

"As we began to approach retirement, we realized that we had no idea whether we were prepared to make that important decision. Our funds were scattered. We had great anxiety as we looked ahead. Yvonne, Mike, and their team calmly and methodically worked with us to put together a plan for both the short and long term. Yvonne listened to us every step of the way and addressed our needs. Guess what? We have now retired and have confidence in our financial future! Thank you MWM."

"Thanks Yvonne and Mike for such personalized service as our questions being answered, our phone calls and emails answered quickly. We have enjoyed being clients and the service they provide."

"Confidence. That is the best summation of how I feel with Marsh Professionals. They have our needs in mind and not their bottom line. The plan they helped line up for us gives us great security as we roll into retirement. I know also they are always just a phone call away if we have a question or concern. So happy we met Yvonne."

"I was nervous about going to a financial planner as I hadn’t really worked hard at being prepared to retire. Yvonne was so easy to talk to and had so many great ideas and guidance -I wish we hadn’t waited so long to see her!!! Amazing office and amazing staff! Great advice and very responsive!! Go see them!!!!"

"The best decision my husband and I made was to trust Marsh Wealth Management with our financial future. Not only can you trust them, but they become part of your family. I never realized this more than when my husband passed away. Yvonne and her team were with me every step of the way. We were always happy to refer friends to Marsh Wealth because of how pleased we were with them."

"Peace of mind is the best phrase for us to describe our experience with Marsh Wealth Management. We now have a strategy that gives us confidence. But in addition to strategy, Marsh has been meticulous about implementation and follow through with details, often pointing out nuances that could work to our advantage, whether related to investment vehicles, tax implications, or other retirement issues. They also just seem to enjoy what they do, which helps make what could be an arduous process much more fulfilling. Our advice is to compare what they have to offer and see if it might work for you. It certainly has for us!"

"I am not one given to using superlatives, but I can unequivocally recommend Yvonne, Mike, and their team to anyone looking for a financial advisor. I have a background in business and finance, and it is crystal clear to me that Yvonne and Mike Marsh have a wealth of knowledge and expertise in investments, finance, tax strategies, long-term financial planning, insurance strategies (e.g., life and long-term care), and gifting approaches. We have utilized and benefited from each of these areas of expertise since working with Marsh Wealth Management. The staff at Marsh Wealth Management are top-notch. They are friendly, efficient, and get back to you in a timely manner. Yvonne and Mike truly care about their clients."

"Finally found someone I can trust to look out for my best interest, someone who has produced sound results and someone with whom I have confidence in. I highly recommend Marsh Wealth Management."

"We immediately felt the personalized approach to financial planning provided by Marsh Wealth Management was the right fit for us.  In our first meeting, Yvonne not only took the time to understand our financial goals but also our life priorities, which made us feel truly heard and understood. She then guided us through the key decisions for securing the financial future we desire.   This close relationship made it easy to trust and value all aspects of their services, such as investment and 401K management, and long-term care planning."

"I have been with the Marsh Wealth Management Team since early 2014. The whole group is very client-centered, professional, and caring about helping their clients. I greatly appreciate the “one-stop” approach: financial guidance with client involvement, legal referral services plus Social Security & Medicare selection guidance. As a client, I feel respected, appreciated and always welcome to call/email/or come in for any concern, never feeling rushed. This group has given me such a peace of mind in my retirement."

"Once we moved our retirement funds to the Marshes, we are enjoying our retirement and sleeping soundly at night."