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Michael Burns Marsh

Marsh Wealth Management, LLC

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About Michael Burns Marsh

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.

Firm Information

Michael Marsh is currently registered with Marsh Wealth Management, LLC. Marsh Wealth Management, LLC is an investment advisor registered with the SEC and located in KNOXVILLE, TN. The firm provides financial planning, portfolio management for individuals, educational seminars, and publication of periodicals. The firm manages approximately $168,423,277 in assets for 558 clients. They have a focus on individuals other than high net worth, as well as high net worth individuals.
Marsh Wealth Management, LLC

504 EBENEZER ROAD

KNOXVILLE, TN 37923

$168.42M

Assets Under Management

5

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Marsh’s Registration & Firm History

TN

03/15/2021 - Present

Marsh Wealth Management, LLC (KNOXVILLE TN)

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Licenses & Designations

IA

Issued 05/01/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Burns Marsh.
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