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Malissa Marshall, CFP®, MS Tax, EA

Financial & Tax Planning for Equity Compensation & Cross-Border Situations

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Soaring Wealth LLC Malissa Marshall, CFP®, MS Tax, EA she/her
Bristol, VT

Serving Clients Nationwide

Financial & Tax Planning for Equity Compensation & Cross-Border Situations

6 Certified Advisor Reviews™
Rate this Advisor

(802) 461-8222

Website

Areas of Focus

  • Employee Stock Options
  • Equity Compensation Options
  • International and Cross-border Planning
  • Investment Management
  • Taxes

About Me

Hi, I'm Malissa Marshall. I work with founders, investors, and employees who have equity compensation (ISOs, NQSOs, RSUs, etc.), including those with cross-border situations, who need complex and tightly integrated financial, tax and estate planning.

Making the right decisions about your equity compensation in the little time you have can be nearly impossible. And for those with cross-border situations, the complexity is exponential, so it's critical to have an experienced advisor on your team to help you navigate them.

The financial and tax planning services I provide simplify your decisions so you can feel more confident, maximize your after-tax wealth, and live the life you love.

I serve as a personal CFO for busy professionals who need a 360-degree perspective on your finances to make effective, goal-based decisions in the little time you have. While tax planning serves as the backbone, focusing through the tax lens alone is insufficient - it's critical to step back and make sure that all aspects of your financial life are fully aligned to support your goals.

As an experienced advisor, I can provide actionable guidance to help you achieve your personal goals by helping you set priorities, explore alternatives, and understand potential unintended consequences, allowing you to make decisions with confidence. At this stage in your career, you are focused on growing your wealth - it's my job to help you protect and preserve it.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Enrolled Agent (EA)
  • Master of Science in Taxation (MST)

Affiliations

  • Fee Only Network
  • Global Financial Planning Institute
  • National Association of Personal Financial Advisors
  • The CIGA Network
  • XY Planning Network

Primary Location

Bristol, VT 05443

Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Webinars
Book Intro Call

Compensation Methods

  • Fee Only
  • Hourly Rate
  • One-time Financial Plan
  • Package Offers
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. The focus of our time together will be to get to know one another better, understand your specific situation and what you hope to accomplish, and for you to learn about our process and how we can help you manage your finances with confidence. We look forward to meeting with you!

Offers Investment Management

Yes

About our Firm

With two decades of experience and advanced technical expertise, we're confident that we can provide you with the customized services you deserve.

I chose the name "Soaring Wealth" because I love the image of a bird high in the sky, riding the wind, and believe that mastering your finances and harnessing them to support your dreams should similarly provide that level of confidence, perspective, and freedom.

Raison d’être

I founded Soaring Wealth LLC so that I could provide comprehensive financial planning, portfolio management, and advanced tax planning and preparation in a seamlessly-integrated manner. I also specialize in cross-border financial planning for foreign nationals in the US and recently returned US expatriates.

Before launching Soaring Wealth LLC, I worked for a Big Four global accounting firm for almost a decade in San Francisco, Boston, and Zürich, Switzerland, providing tax services to both corporate global mobility programs around the world and private clients throughout the United States and Europe. My time working with cross-border executives – and living overseas myself – highlighted the numerous financial and tax pitfalls that individuals in such situations run into.

After witnessing such complexity firsthand, the dream of providing comprehensive financial planning became more urgent for me once I returned to the US, but I quickly realized that I would need to set up my own firm in order to fully utilize my experience as a CFP® with advanced tax and cross-border expertise and provide the kind of comprehensive services that so many individuals need. ​

Education

Northeastern University Master of Science (MS), Tax, with a concentration in Financial Planning | University of California, Berkeley M.A./Ph.D. Graduate Program, European and Middle Eastern History | Barnard College, Bachelor of Arts (B.A.), Political Science and German Literature

Awards and Honors

  • The CIGA Network Member of the Year (2022)

Hobbies and Interests

  • Family
  • Gardening
  • Hiking
  • Horseback Riding
  • Music
  • Reading
  • Running
  • Skiing
  • Swimming
  • Traveling
  • Walking
  • Working Out
  • Writing
  • Yoga

SEC Lookup

View Disclosure

Who We Serve

  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • Expats
  • Foreign-Born Individuals
  • Gen X
  • Immigrants
  • Investors
  • LGBTQ
  • Living in Retirement
  • Single Women
  • Technology Professionals
  • Travel Lovers
  • Women in Transition
  • Women Professionals
  • Women’s Finance

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

An Angel sent from Heaven...

✅ Wealthtender Certified Advisor Review™
Jun 13, 2024
I have a unique situation and specific needs that require someone with certain capabilities. My original Financial Planner was limited in her ability to address my needs given my employment in Switzerland and wanting to retire outside of Switzerland but in the EU, all whilst having a US passport. To her credit, she admitted her and her firm's shortcomings. She then reached out to her network to see who could offer support to me. And this is when an angel appeared. Malissa previously lived in Switzerland as a tax advisor and was familiar with the tax system here and spoke enough German to manage the translation of documents. Her expertise in cross boarder situations was the key to my needs and was the gap that she filled which my previous advisor could not. In addition to serving as my financial planner, she is now also my US Tax Advisor. This was like that one french fry (no longer) short of my happy meal as it completed the puzzle. Having a financial planner and tax advisor in one person made things so much smoother and easier when dealing with the one of the biggest headaches to managing my life from abroad. But wait...there's a bonus...what I appreciate most about working with Malissa is her coaching style and approach when working with me. She is quick to point out inconsistencies when my thinking doesn't align to my goals and desired outcomes. She offers a powerful balance of giving advise and asking thought provoking questions. I will stop short of saying more and leave the readers with this: if you don't choose Malissa, someone else will. Thank you, Malissa, for being that angel I had been looking for.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ernesto D
Ernesto D

A+ Financial Planning

✅ Wealthtender Certified Advisor Review™
Jun 4, 2024
My partner and I worked with Soaring Wealth to create a financial plan. Malissa was great to work with throughout the whole process, encouraging us to think more broadly about life goals while also providing thorough, thoughtful recommendations for our next steps. She helped us think through various scenarios and evaluate different options to achieve our goals and then followed up with detailed recommendations for us to implement. Mallisa’s guidance was key to making sense our financial future.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Spencer
Spencer

Excellent Personalized Review and Service

✅ Wealthtender Certified Advisor Review™
Feb 13, 2024
I had an excellent experience working with Malissa. While it was a short term (a few meetings, a few hours) to get some advice on how to navigate some international long term financial planning, I was very impressed and would absolutely consider using her again for either a short -term situation or as my long-term financial planner. She is very thorough, very thoughtful, and well organized all of which I appreciated a lot. She was easy to talk to and very willing to talk through long-term planning. I have a relatively simple situation, but she brought a few very excellent ideas that I haven't thought of over the years that I will absolutely implement. I would recommend her to anyone needing excellent financial planning.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anonymous
Anonymous

Terrific Personalized Service

✅ Wealthtender Certified Advisor Review™
Feb 5, 2024
Malissa and her team have be been a tremendous resource for planning my financial future. Having worked with other advisors I couldn’t be more satisfied. She really digs in and gives you advice plainly and well thought out suggestions and scenarios. As a women I’ve finally been listened to and not talked over and it’s really refreshing. I’m very happy I switched, she is incredibly knowledgeable and can highly recommend Malissa and her team.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jana Vaksdal Singer
Jana Vaksdal Singer

fabulous Malissa

✅ Wealthtender Certified Advisor Review™
Aug 28, 2023
Malissa is great at what she does. She is meticulous, smart and in the know....she is also kind and compassionate for those of us ludites out there. Always willing to help and explain, I am so very grateful for her guidance and knowledge.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Susanne Peck
Susanne Peck

Review of Malissa Marshall

✅ Wealthtender Certified Advisor Review™
Aug 22, 2023
I give Malissa 5 stars for her great service as my financial advisor. I started with Malissa when she first started her own independent practice. I have been more than grateful for this decision. She is always there for me and responds to my questions immediately. She is able to explain my financial situation in language that I understand. I have a lot of anxiety about finances and with Malissa I can enjoy life knowing I am well looked after. I now enter into my senior years feeling a real sense of security knowing Malissa is managing my finances.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Linda Andrews
Linda Andrews
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