Malissa Marshall

CFP®, EA

Soaring Wealth LLC

Founder & CEO

Malissa Marshall

CFP®, EA

Soaring Wealth LLC

Founder & CEO

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Malissa Marshall, CFP®, EA

802-461-8222

Fee-Only financial planner located in Bristol, VT, serving clients locally and across the country virtually

Malissa Marshall is a Bristol, VT fee-only financial planner. Soaring Wealth LLC provides comprehensive financial planningportfolio management and tax consultation 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, located in Bristol, VT.


I chose the name "Soaring Wealth" because I love the image of a bird high in the sky, riding the wind, and believe that mastering your finances and harnessing them to support your dreams should similarly provide that level of confidence, perspective, and freedom.  

Raison d’être

I started this firm so that I could provide comprehensive financial planning and portfolio management services in a seamlessly-integrated manner alongside my tax preparation and consulting services.  Toward that end, I specialize in helping clients who have complex tax situations – including those involving cross-border planning and complex estate planning needs, for example.

 

Curriculum Vitae (selected)

  • I worked for PricewaterhouseCoopers for over nine years 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. 
  • Most recently, I worked for an RIA for almost two years as Tax and Financial Planning Manager, providing integrated planning, investment and tax services.
  • I am currently enrolled in the MS in Taxation program at Northeastern University, on the financial planning track.  
  • I earned my BA in Political Science, with a minor in German Literature, from Barnard College (Columbia University) in New York City, graduating magna cum laude.

Professional Memberships

Financial Planning Association (FPA), including the International and Cross-Border Planning Knowledge Circle

National Association of Personal Financial Advisors (NAPFA)

National Association of Enrolled Agents (NAEA)

XY Planning Network (XYPN)

Hobbies

When I am not working, I practice meditation and yoga, enjoy swimming, skiing, hiking and running, and love to spend time with my “almost-11-year-old” son, Henry, and our two cats, Bernie and Calvin.

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 chose the name "Soaring Wealth" for my firm because I love the image of a bird high in the sky, riding the wind, and believe that mastering your finances and harnessing them to support your personal dreams should similarly provide that level of confidence, perspective, and freedom.  I started my firm to provide seamlessly-integrated financial planning, portfolio management, and tax consulting for clients who have complex situations – such as cross-border and estate planning.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Malissa Marshall is a NAPFA-Registered Financial Advisor

    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.

  • XY Planning Network
    Malissa Marshall is a Member of the XY Planning Network

    The 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.

  • Certified Financial Planner (CFP)
    Malissa Marshall is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • Financial Planning Association
    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.

  • Enrolled Agent with the IRS (EA)
    Malissa Marshall is an Enrolled Agent (EA) with the IRS

    An 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

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Office Locations:

  • 30 Spring St
    Bristol, VT 05443

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