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Let us show you the Scott Marsh Financial wealth management difference!

Let’s Work Together

We have earned our reputation for minimizing our clients’ tax liabilities, building wealth, and providing superior wealth management services. A few reasons it makes sense to speak with us:


  • Minimize your tax liabilities
  • Maximize your earning potential
  • Receive advice on a unique financial, tax, or estate situation

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We protect your privacy. We do not share your contact information with any other firm or professional.

Why Choose Scott Marsh?

Regardless of your stage in life, Scott Marsh Financial has 30+ years of experience in helping families, individuals, and business owners create a legacy of prosperity. Here is a high-level overview of the services that you can expect from us.


Financial Planning

We’ll show you how to take all areas of your financial life into account and steer your actions toward your highest goals. This includes calculating your Point of Choice and creating a plan for obtaining it, reviewing and updating your estate documents, and ensuring that you have the proper insurance.


Tax Planning, Compliance,
& Preparation Services

We’ll guide you through the entire tax season (and beyond) to ensure that you maximize deductions and remain compliant with tax law, and we’ll prepare your taxes for you at tax time. We will project your taxes for years to come and create a plan that minimizes the taxes you pay.


Behavioral Finances

We’ll help you recognize your behavior patterns around money and understand the psychology of why you make the financial decisions you do. Then, we’ll help you adapt when you need to by making Million Dollar Choices™, so that you can realign with your financial goals.



We’ll put our experience in the classroom to work for you and provide you with all the education you need to enhance your financial life. We have added a multitude of resources to our Education Institute for free.