Enabling Clients to Focus on Their Lives
While We Manage Their Financial Assets
At Marshall & Sullivan, we partner with our clients by helping them manage their wealth, so they do not have to do it on their own. This allows them to spend more time and energy on what matters most in their lives. Through client-centered relationships, we focus on our clients' unique needs and goals. As a fiduciary, we manage financial assets with a disciplined investment approach on a fee-only basis. No matter what changes life brings, our team is committed to understanding each client’s individual set of circumstances — creating a clear financial path forward.
What to Expect
With a Marshall & Sullivan Relationship
Experience
Serving individuals, families, businesses and non profits since 1981, we bring a breadth of knowledge, time-proven solutions and expertise to your financial life.
Discipline
Our disciplined investment process takes emotion out of wealth management, allowing us to focus on the items that can be controlled.
Integrity
With strong moral principles, we manage your wealth with the same thoughtfulness as if it were our own.
Our goal is to relieve you from the pressures of day-to-day wealth management, so you can focus on your personal, family and professional world to the fullest.
What We Offer
Wealth
Management
Developing, implementing and monitoring a holistic financial strategy aligned with your risk tolerance, priorities and objectives.
Financial
Planning
Creating and updating a plan to address your immediate needs and long-term goals.
Ongoing
Communication
Regularly communicating about your progress. Responsive and highly accessible to discuss any question or changing circumstances.
Professional
Coordination
Working directly with your accountant, estate planning attorney, and your other trusted professionals.
Explore What We Offer in Detail
As Your Life Evolves, Our Team Is Here to Help You
Achieve & Maintain Financial Clarity
By partnering with Marshall & Sullivan, you gain a team dedicated to overseeing your wealth and working one on one with you to make optimal decisions for your financial life.