Overview

Marshall and Sterling Wealth Advisors is a full service firm providing investment management services, focusing on comprehensive financial planning. We also have a strong and robust 401k program offering 3-21 & 3-38 services. We are an Independent RIA and a division of a 158 year old insurance company, which provides strong synergies and brand recognition across the parent companies footprint. We are looking for advisors looking to join a growing firm with ownership opportunities as well as many other great benefits. We are also interested in finding like minded firms looking to add scale and support whether needing a succession plan or at a point to take their practice to the next level of growth.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

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