Malissa Marshall
CFP®, MS Tax, EA
Soaring Wealth LLC
Founder & CEO
Malissa Marshall
CFP®, MS Tax, EA
Soaring Wealth LLC
Founder & CEO
I serve as a personal CFO for busy corporate executives who require advanced tax and financial planning and need a 360 degree perspective on your finances to make effective, goal-based decisions in the little time you have. While tax planning serves as the backbone, focusing through the tax lens alone is insufficient - it's critical to step back and make sure that all aspects of your financial life are fully aligned to support your goals. - Malissa Marshall, CFP®, MS Tax, EA
We serve mid- to late career corporate executives with equity compensation, including those with cross-border situations - both foreign nationals in the US and recently returned US expats - by helping them intentionally structure their assets to support their goals.
Malissa Marshall is a fee-only financial planner located in Addison County, Vermont. Soaring Wealth LLC provides comprehensive financial planning, portfolio management and advanced tax planning and preparation to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Malissa Marshall is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Meet Malissa Marshall, Founder and CEO at Soaring Wealth LLC, located in Bristol, VT.
I founded Soaring Wealth LLC so that I could provide comprehensive financial planning, portfolio management, and advanced tax planning and preparation in a seamlessly-integrated manner to mid- to late career corporate executives with equity compensation primarily in the biotech industry. I also specialize in cross-border financial planning for foreign nationals in the US and recently returned US expatriates.
Before launching Soaring Wealth LLC, I worked for a Big Four global accounting firm for almost a decade in San Francisco, Boston, and Zürich, Switzerland, providing tax services to both corporate global mobility programs around the world and private clients throughout the United States and Europe. My time working with cross-border executives – and living overseas myself – highlighted the numerous financial and tax pitfalls that individuals in such situations run into.
I witnessed the complexity of cross-border planning first hand through my previous career and my own time living and working in Zürich, Switzerland. Upon returning to the US, I realized that I would need to set up my own firm in order to fully utilize my experience as a CFP® with advanced tax and cross-border expertise and provide the kind of comprehensive services that so many individuals need.
When I'm not working with clients, I'm likely spending time with my 14-year-old son, Henry, and our two cats, Bernie and Calvin. I also practice meditation and yoga and enjoy swimming, skiing, hiking and running.
Malissa Marshall is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
I serve as a personal CFO for busy corporate executives who require advanced tax and financial planning and need a 360 degree perspective on your finances to make effective, goal-based decisions in the little time you have. While tax planning serves as the backbone, focusing through the tax lens alone is insufficient - it's critical to step back and make sure that all aspects of your financial life are fully aligned to support your goals.
As a trusted advisor, I can provide actionable guidance to help you achieve your personal goals by helping you set priorities, explore alternatives, and understand potential unintended consequences, allowing you to make decisions with confidence. At this stage in your career, you are laser-focused on growing your wealth - it's my job to help you protect and preserve it.
Services Include:
- Creation of an initial, comprehensive financial plan based on your personal goals
- Two planning meetings per year (spring and fall)
- Portfolio management based on evidence-based, diversified and tax efficient allocations
- Detailed tax projections and planning guidance
- Tax preparation
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Advanced Tax Planning
- Tax Preparation
Ideal Clients
- Corporate Executives
- Equity Compensation (RSU, ISO, NQSO, ESPP)
- Cross-Border Situations
- Socially-Responsible Investors
Working Together
- Complimentary Initial Consultation
- Initial Plan Development
- Annual Spring and Fall Meetings
- Annual Engagements Paid Monthly
Professional Designations & Affiliations
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Malissa Marshall is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Malissa Marshall is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Malissa Marshall is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Malissa Marshall is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Malissa Marshall is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Contact Malissa Marshall
Office Locations:
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30 Spring St
Bristol, VT 05443
