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Yvonne Marsh, CFP®, CPA

Fiduciary Wealth Manager | Financial Planning for the Uncertainties of Aging

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

Serving Clients Nationwide

Fiduciary Wealth Manager | Financial Planning for the Uncertainties of Aging

(865) 622-2162

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Health Care Planning
  • Investment Management
  • Taxes

About Me

Hi, I'm Yvonne Marsh. Most people want to feel assured that even if they live to be 100, their health and health care costs won't end their independence. I help create a strategy that incorporates investments, long-term care, insurance, Social Security, and legal considerations so that my clients feel confident that they have the freedom to maintain their independence if their health declines.

My goal is to help clients:

✅ Gain relief: Know that they have a path they can follow through the end of their retirement years.

✅ Feel secure: Limit their vulnerability to a catastrophic health event with a plan to cover costs.

✅ Feel confident: Stop guessing and hoping for the best, and instead take control of their future.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Certified Public Accountant (CPA), I provide comprehensive financial planning to help clients look forward to the prospect of a long life.

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).

Additionally, I have small business entrepreneurial experience and public accounting experience providing assurance and advisory services to the banking and retirement fund industries. I'm a monthly contributor to the business section of the Farragut Press. I also enjoy speaking on financial education topics at locations such as Strang Senior Center and for local civic groups.

On a personal note, I've been married for over 27 years to Michael Marsh, with whom I founded Marsh Wealth Management.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant (CPA)

Affiliations

  • Financial Planning Association

Primary Location

504, Ebenezer Road, Knoxville, Tennessee, 37923

Meeting Options

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

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

Yes

About our Firm

Marsh Wealth Management is a boutique fiduciary firm providing customized investment wealth management services, financial planning, and tax 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 asset management, charitable giving and tax minimization strategies, healthcare and long-term care insurance, transition planning, and estate organization.

Our fiduciary–CPA perspective ensures holistic financial planning with tax-smart strategies that help you get the most from what you've saved, enabling you to approach life transitions with confidence.

Education

Binghamton University, Bachelor of Science (BS), Accounting

Badges

Hobbies and Interests

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

SEC Lookup

https://adviserinfo.sec.gov/individual/summary/4227208

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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