ABOUT US.

Meet Marlon

MARLON T. WESH, MBA

Wealth Advisor

Marlon is a dad and U.S. Marine Corps veteran who believes in living a purpose-driven life. During the covid pandemic, Marlon launched a financial planning firm serving Travel Nurses across taxes, retirement planning and investment management. Marlon brings a wealth of knowledge in Financial Planning and Asset Management to healthcare workers who want to retire with dignity.

Education and Credentials

Suffolk University

MBA, Taxation
BSBA, Finance, Financial Planning

North American Securities Administrators Association

Series 65 Uniform Investment Advisor Law Exam

Internal Revenue Service

Federal Tax Return Preparer (PTIN# P02382248)

Involvement

Community, Charitable or Professional Organizations/Associations

Member, Financial Planning Association
Board Member, Sawyer Business School Alumni Board
Member, North Attleboro/Plainville Rotary Club
Member, Saint John's Lodge A.F.&A.M.
Member, XY Planning Network
Member, NAFPA
Member, Association of African American Financial Advisors

OUR THIRD PARTY CUSTODIAN

Charles Schwab

We are committed to long-term financial health, and we hold ourselves to the highest standards of security when it comes to safeguarding client's assets.

OUR VALUES

You Before Profit

We believe in conflict-free advice. We do not receive any third-party compensation for any financial products or services offered. Our financial and legal obligation is to you and you only.

Data Not Drama

We use our proprietary EGPT Model™ to eliminate guesswork in your finances and prepare you for each life stage beginning with the birth of a child to the close of a dignified life.

Planning Not Gambling

We are planners not gamblers. Established goals drive our actions. Discipline, not greed, informs our investing. Integrity and transparency is the foundation of all we do.

Proactive Not Reactive

Working with us means someone is always thinking about how life affects you. From the political arena to new tax laws, market fluctuations or change in family status. You’re always on our minds and we’re proactive in solving problems.