Andrew Marshall (CFP®)
Andrew Marshall focuses in the
following client markets or areas of practice:
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Generation X
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Generation X
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
Additional Information
Andrew Marshall Financial, LLC is a fee only financial planning firm that charges on an hourly basis. We do not manage investments or sell insurance. We offer a place to get financial advice from a CFP® professional, without requiring investment management.
We work mainly with people who have been managing their finances on their own and now want to check in with a professional. Each project is customized to the level of advice you need from one-off questions to establishing a comprehensive retirement plan with annual reviews. Fees are determined up-front and are fully disclosed.
NAPFA Start Date
August 19, 2019