Yvonne Marsh, CFP®, CPA

Fiduciary Wealth Manager | Tax-Smart Investment Strategies

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Marsh Wealth Management Yvonne Marsh, CFP®, CPA
Knoxville, Tennessee

Serving Clients Nationwide

Fiduciary Wealth Manager | Tax-Smart Investment Strategies

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Yvonne Marsh. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Certified Public Accountant (CPA), I’m on a mission to teach people the importance of building tax-free wealth for retirement.

My goal is to help clients:

✅ Gain Insight: Know that having a tax-smart retirement strategy will actually require them to save less and allow them to spend more in retirement.

✅ Feel more positive: Look forward to a financial future that they are intentionally architecting for themselves.

✅ Feel confident: With control comes confidence. And knowing they have insulated themselves from future tax increases is supremely confidence building.

I graduated from the State University of New York with a BS in Accounting. I also hold my Series 65 investment license, as well as life and health insurance licenses. I'm a member of the Financial Planning Association (FPA).

I also created InsideScoopOnRetirement.com where I provide educational content and courses to help people design the financial future they REALLY want, with a special emphasis on tax planning and tax-free wealth building strategies.

On a personal note, I've been married for over 28 years to Michael Marsh, with whom I founded Marsh Wealth Management, and I have two totally awesome kids and two cute little dogs who keep me wildly entertained.

Professional Designations

  • Certified Public Accountant (CPA)


  • Financial Planning Association

Primary Location

504 Ebenezer Road Knoxville, TN 37923

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to schedule a no-obligation consultation (in person, by phone, or over Zoom). I look forward to speaking with you.

Offers Investment Management


About our Firm

Marsh Wealth Management is a fiduciary firm providing customized investment management services, financial planning, with an emphasis on tax-smart strategies. We can help you make informed decisions that ensure you get the most from the money you’ve saved.

We help bring peace of mind to individuals and families through an authentic, relationship-based approach to financial planning. Our broad range of professional services and tools includes retirement planning and wealth management, tax minimization strategies, and estate organization.

Our fiduciary–CPA perspective focuses our approach on tax-smart strategies that help you get the most from what you've saved, enabling you to relax and enjoy retirement with confidence.


Binghamton University, Bachelor of Science (BS), Accounting


Hobbies and Interests

  • Eating Out
  • Exercising
  • Family
  • Gardening
  • Hiking
  • Horseback Riding
  • Reading
  • Traveling

Who We Serve

  • Baby Boomers
  • Caregivers
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Widow
  • Women Professionals

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