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United States
Non Traditional Lifestyles (unmarried couples, blended families and inbound and outbound planning)
We meet you where you are, regardless of your level of financial knowledge. We listen, learn about your family’s hopes and dreams, and we create plans to mitigate risk, create opportunities and build long-term paths to achievement. Through decades of working with entrepreneurs, businesses and families through multiple generations, we’ve developed a holistic “life planning” approach with the goal of helping you and your family achieve peace of mind. Our wealth management team can provide the support an resources you need to work toward your financial goals
Base annual cost plus a percentage of money/assets we manage in investments
Graduate of Penn State University with Bachelor of Science in Finance with specialization in Security Analysis and Portfolio Management. With Marshall Financial since 2001, Russ is a Senior Wealth Advisor and Chief Planning Officer. Focusing on the human element of money, having studied financial behavior and psychology, he’s especially drawn to the challenge of solving complex problems. Clients often turn to him to tackle unique issues, like the financial implications of blended families, unmarried couples, or a cross-border lifestyle. When a US citizen wants to move abroad, I help them figure out what that means and whether they have the resources to do it.
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