Google reviewers rate Marsh Wealth Management five stars based on twenty-four reviews, noting that the owner responds to all feedback. Clients cite the firm's expertise in retirement planning, IRA management, and investment strategies, highlighting proactive communication and personalized financial guidance. Recurring themes include the team's professionalism, accessibility, and focus on client well-being, with no common criticisms identified in the provided excerpts.
Google rating: 5.0 out of 5 from 24 reviews (100% five-star).
Reviews on this page: 24 Google reviews (19 with written comments).
Owner responses: the business replied to 100% of reviews.
We are in our 60's and have partnered with Marsh Wealth Management for over a year and are very happy with the attention paid to our retirement planning and the management of our IRA. Both Mike and Yvonne are highly knowledgeable in retirement planning and easily accessible for questions.
Response from the owner · 3 months ago
Reviewer is a current client at the time of the review, was not paid for the review, and has no material conflicts of interest.
Elaine Sandefur10 reviewsiTotal number of Google reviews Elaine has written across all businesses on Google Maps, not just this one.
Can't say enough about how much Marsh has meant to me. After losing my husband, Yvonne took care of all financial matters and has continued to do so. The office staff is friendly and knowledgeable. It's a great feeling to have people you can trust and look out for you.
Response from the owner · 10 months ago
Reviewer is a current client at the time of the review, was not paid for the review, and has no material conflicts of interest.
Bill Waters1 reviewiTotal number of Google reviews Bill has written across all businesses on Google Maps, not just this one.
Marsh Wealth Management is a tightly knit team of skilled professionals dedicated to working in their clients’ best interests.
First and foremost, my wife and I value Yvonne and Mike Marsh’s integrity because trust is the foundation of a productive relationship. We have complete confidence in their investment strategies and their ability to guide us through the complexities of retirement.
Second, we greatly appreciate Yvonne and Mike’s commitment to ensuring that we understand what’s happening at each touch point, whether it’s something basic (but not simple!) such as how annuities work or something complex like how tariffs are affecting the global economy and, therefore, our investments. They reach out to us regularly and invite us to contact them anytime we have a concern.
And third, Yvonne and Mike are genuinely nice people, as are their staff members. We always look forward to interacting with them, whether via Zoom or through emails.
My wife and I recommend Marsh Wealth Management, a firm whose expertise is helping us enter our retirement years with a sense of security.
Response from the owner · 10 months ago
Reviewer is a current client at the time of the review, was not paid for the review, and has no material conflicts of interest.
Julie MitchellLocal Guide · 27 reviewsiTotal number of Google reviews Julie has written across all businesses on Google Maps, not just this one.
I have been using Marsh Wealth Management for about three years. I contacted them as I neared retirement in order to make an investment and spending strategy. I wish I had done it so much sooner! Their returns are far better than what I would be getting on my own, and their financial projections allowed me to retire two years earlier than intended. I continue to work with MWM even after moving out of the Knoxville area. The firm provides regular information on current events and how it may affect their clients, and the support staff are first rate. Yvonne and Mike are also just lovely people to work with on top of managing my investments well. I interviewed a few wealth managers before deciding on them, and the personality difference was dramatic.
Response from the owner · a year ago
Reviewer is a current client at the time of the review, was not paid for the review, and has no material conflicts of interest.
Joe WLocal Guide · 15 reviewsiTotal number of Google reviews Joe has written across all businesses on Google Maps, not just this one.
I could not be happier with how Marsh Wealth Management has helped me. I have been a client for a few years. I am pleased with how they have handled my investments, their advice, and their communication. They were especially helpful, and reassuring, in my retirement and home-buying decisions. I especially like that they focus not simply on accumulating money but how money can help you live the life you want. I am grateful for how Yvonne, Mike and their team have helped me have a more fulfilling life.
Response from the owner · a year ago
Reviewer is a current client at the time of the review, was not paid for the review, and has no material conflicts of interest.
Connie Hinton5 reviewsiTotal number of Google reviews Connie has written across all businesses on Google Maps, not just this one.
Yvonne and Mike are very professional and are easy to communicate with. I believe they have managed the market uncertainty well which has helped reassure us about our investment. They do a great job with income tax strategies and long-term care plans.
Response from the owner · a year ago
Reviewer is a current client at the time of the review, was not paid for the review, and has no material conflicts of interest.
bob poteat1 reviewiTotal number of Google reviews bob has written across all businesses on Google Maps, not just this one.
Mike is an excellent financial planner. He listens to us & gives us various options to consider. When we make a decision he finds the best instrument for carrying out our request. He takes time to talk over any aspect of financial instruments & questions we might have. He is a trusted financial advisor & we would highly recommend him & his firm for anyone needing a financial planner.
Response from the owner · a year ago
Reviewer is a current client at the time of the review, was not paid for the review, and has no material conflicts of interest.
Lois Gonzales8 reviewsiTotal number of Google reviews Lois has written across all businesses on Google Maps, not just this one.
Yvonne and Mike have been our financial advisors for a number of years. It is difficult to express how much we appreciate their financial advice and guidance. They are attentive to both the markets and our short term and long term finances. We have referred a number of friends and colleagues to them based on the remarkable service we have received.
Response from the owner · a year ago
Reviewer is a current client at the time of the review, was not paid for the review, and has no material conflicts of interest.
Lenny Goldman10 reviewsiTotal number of Google reviews Lenny has written across all businesses on Google Maps, not just this one.
I have been a client of Marsh Wealth Management for many years. Yvonne and Mike have always been a pleasure to work. They are honest, intelligent, knowledgeable and have guided me and my investments very well. Highly recommended!
Response from the owner · a year ago
Reviewer is a current client at the time of the review, was not paid for the review, and has no material conflicts of interest.
