Marsh Wealth Management 2019-04-25T17:20:32+00:00
Is your financial team playing in harmony?
OUR INTEGRATED TEAM CAN CONDUCT YOUR WHOLE FINANCIAL ORCHESTRA
Perhaps you have a CPA who prepares your taxes, an attorney who prepared your legal documents, and an investment advisor who is giving you investment advice. But do they know each other? Are they working together to create a cohesive, integrated plan for your financial future?
At Marsh Wealth Management, we are.
RETIREMENT PLANNING    |    TAX SERVICES    |    WEALTH MANAGEMENT    |    ESTATE PLANNING
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Meet the Team
Our goal is to build long-lasting relationships with our clients. Your financial well-being matters to us, and we work hard to be a key component in your financial life for many years to come.
MEET OUR TEAM
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Learn more about Marsh Wealth Management by watching this short video from Yvonne Marsh, CFP, CPA, and member of the Financial Planning Association.
ARE YOU READY FOR WHAT’S NEXT?
Knoxville accountants and financial planners
Integrated Service Model
We understand that the four components of financial management — tax, insurance, financial, and legal — all have to work together in harmony with one another. Luckily, we provide the whole orchestra!
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Knoxville Certified Financial Planners
I’m Investing in the Markets
We all know that the markets go up and the markets go down. Managing investment portfolios requires time and know-how, and it is easy to end up with accounts that are misaligned or under-performing.
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Retirement planning in Knoxville, TN
I’m Retiring
We have one goal—to help you create the best financial future possible. There are no do-overs in retirement, and we will help you design a logical and thoughtful plan so that you can retire with peace of mind.
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Knoxville financial planning for widows
I’ve Lost my Spouse
Both caring for an ailing loved one and losing a beloved spouse are difficult emotional times.
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Financial planning for the recently divorced
I’m Getting Divorced
Our goal is simple—to help you move through a challenging transition and towards the best life possible.
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Long term care planning in Knoxville, TN
I’ve Inherited Money
We can help you avoid costly tax mistakes, and provide professional investment guidance and financial planning moving forward.
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Call Us at (865) 622-2162
OUR LATEST NEWS

Who Does Your Advisor Work For?

By Yvonne Marsh, CFP®, CPA Trust is a big deal in my business. As I sit with a retired couple watching them sign the paperwork allowing us to manage their investment portfolio, I am [...]

What Will the Markets Do When You Retire?

Imagine the markets decline 15% on your first day of retirement! Your $500,000 nest egg is now worth $440,000. You will need an almost 18% rebound to recover. What if the opposite were true? The [...]