Marshall Wealth Management logo

We’re ready to get started on your path toward being in control of your wealth, pursuing your goals, and most importantly, setting yourself up towards a successful retirement.

Want more information?

Create a budget with this fillable budget worksheet

The 7 Key financial planning components of the Marshall Plan

Learn How the Sequence of Returns Can Affect Your Retirement Income

Portrait of President Michael J. Marshall, Sr.

MICHAEL J. MARSHALL, SR

President

about the host

Mike is a general securities representative and has been registered since 1992. Mike specializes in servicing his clients’ overall financial needs including asset management, retirement planning, estate planning and insurance planning.

In addition to his financial planning practice, he is the president of the Clifford H. Marshall Foundation, which he founded in 1997 in memory of his late father, Clifford H. Marshall, Norfolk County Sheriff. Mike and his wife, Patricia, have two children, Rachel and Michael Jr.

© 2024 Marshall Wealth Management.

Advisory services offered through Capital Analysts or Lincoln Investment • Registered Investment Advisers Securities offered through Lincoln Investment • Broker/Dealer • Member FINRA/SIPC • http://www.lincolninvestment.com/ • Marshall Wealth Management and the above firms are independent, and not affiliated.

Insurance, Legal, Tax, or social security claiming services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States.
 Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states.
Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.