Marsh Wealth Management

Marsh Wealth Management is a fiduciary wealth management firm in Knoxville, TN, founded by CPAs Mike Marsh and Yvonne Marsh (who is also a CFP professional). They specialize in personalized investment management, comprehensive financial planning, tax-smart strategies, and healthcare solutions for individuals nearing or in retirement. As fiduciaries, they prioritize clients' best interests over their own profits, offering tax optimization guidance, retirement planning, legacy preservation, and high-net-worth wealth strategies tailored to each client's unique goals and risk tolerance.