Marsh Financial Group

Overview

Marsh Financial Group is a small, owner-operated advisory firm that manages discretionary portfolios for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and centers its investment approach on publicly traded equities and exchange-traded vehicles. Filings indicate a clear equity-first bias: the bulk of client assets sit in listed securities, and portfolios appear structured for straightforward implementation and monitoring rather than complex proprietary strategies. Marsh Financial Group does not position itself as an ESG-focused manager and operates with a concentrated footprint rather than as a multi-state or institutional consultant. Given its client mix of individuals and families, the firm’s offering emphasizes personalized portfolio management and SMA-style allocations, with selective use of third-party managers where needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices