Unclaimed
Michael Burns Marsh is an investment advisor representative with Marsh Wealth Management, LLC in Knoxville, Tennessee. Michael has been in the financial industry since December 2010 and is registered with the state of Tennessee and Texas as an Investment Advisor Representative. Michael is also a Certified Public Accountant and an active owner of a registered CPA firm, Marsh Professional Group. Michael's firm provides financial planning and investment management services to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TN
03/15/2021 - Present
Marsh Wealth Management, LLC (KNOXVILLE TN)
IA
Issued 05/01/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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