Marsha G. LePhew

Marsha G. LePhew

| CFP®, ChFC®, CPA, PFS

LePhew Financial Services, Inc.

(803) 329-5125

Contact Me

www.lephew.com

Fee Only Financial Planner Located in Rock Hill, SC and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

452 Lakeshore Parkway
Suite 115
Rock Hill, SC 29730

Marsha LePhew is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Marsha LePhew is a Fee Only Financial planner in Rock Hill, SC. Marsha LePhew is a NAPFA-Registered Financial Advisor.

Marsha is the founder and president of LePhew Financial Services, Inc. and Marsha G. LePhew, CPA, PC. Her practices specialize in providing comprehensive financial planning, investment advisory, accounting, and tax compliance services. She graduated from Concord University, Summa Cum Laude with a Bachelor of Science in Business Administration.

Marsha has been actively involved in the promotion of CPAs as highly qualified and ethical financial advisers for many years. She has served as a member of numerous national committees for the American Institute of Certified Public Accountants. These include: Personal Financial Planning Executive Committee, Personal Financial Specialist Credential and Examination Committee, Investment Committee and national conference planning committees. She is currently serving as member of the AICPA’s editorial advisory board of the AICPA‘s Planner publication. On a state level, she has served as Chairperson and member of the South Carolina Association of CPA’s Personal Financial Planning Committee and as a member of the South Carolina Association of CPA’s Investment Committee. Other professional affiliations include the National Association of Fee Only Advisers (NAPFA).

Professional activities include public speaking engagements addressing personal financial planning and investment advisory services at AICPA conferences, SCAPA conferences, and local industries. She has also appeared and been quoted addressing financial issues in local and national press. Marsha has been recognized by national publications as one of the top advisers in Worth Magazine, Medical Economics Magazine, and Charlotte Magazine.

Within her community, Marsha serves as a member of the Board of Directors of Catawba Regional Development Corporation. This organization assists entrepreneurs in obtaining loans to spur employment and economic growth within the local area. Marsha also serves as a Member of the Board of Directors and of the Finance Committee of Westminster Towers. Westminster Towers is a local retirement community providing quality care and housing for senior adults.