Marsh Wealth Management

Julie Mitchell 

on Google

a week ago

I have been using Marsh Wealth Management for about three years. I contacted them as I neared retirement in order to make an investment and spending strategy. I wish I had done it so much sooner! Their returns are far better than what I would be getting on my own, and their financial projections allowed me to retire two years earlier than intended. I continue to work with MWM even after moving out of the Knoxville area. The firm provides regular information on current events and how it may affect their clients, and the suppo... read more

Joe W 

on Google

4 weeks ago

I could not be happier with how Marsh Wealth Management has helped me. I have been a client for a few years. I am pleased with how they have handled my investments, their advice, and their communication. They were especially helpful, and reassuring, in my retirement and home-buying decisions. I especially like that they focus not simply on accumulating money but how money can help you live the life you want. I am grateful for how Yvonne, Mike and their team have helped me have a more fulfilling life. 

Connie Hinton 

on Google

3 months ago

Yvonne and Mike are very professional and are easy to communicate with. I believe they have managed the market uncertainty well which has helped reassure us about our investment. They do a great job with income tax strategies and long-term care plans.