Malissa Marshall

CFP®, EA

Soaring Wealth LLC

Founder & CEO

Malissa Marshall

CFP®, EA

Soaring Wealth LLC

Founder & CEO

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. - Malissa Marshall, CFP®, EA

Fee-only, fiduciary, comprehensive financial planner located in Bristol and Middlebury, VT, serving clients both locally and virtually

Malissa Marshall is a fee-only financial planner located in Addison County, Vermont.  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 LLC, located in Bristol and Middlebury, VT.


I founded Soaring Wealth LLC so that I could provide comprehensive financial planning, portfolio management, and tax consulting services in a seamlessly-integrated manner.  I also specialize in cross-border financial planning.

Before launching Soaring Wealth, I worked for a global accounting firm 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.  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.

After witnessing such complexity first hand, the dream of providing comprehensive financial planning became more urgent for me once I returned to the US.  At that point, I joined a local RIA where I held the role of Tax and Financial Planning Manager for almost two years, providing integrated planning, investment and tax services.  But I quickly realized that I would need to set up my own firm in order to fully utilize my experience as a CFP® with 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 “almost 12-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

Soaring Wealth LLC is a fee-only, fiduciary financial planning practice.  We offer highly customized personal financial planning services to both domestic and cross-border clients.  Based in Vermont, we work both locally and virtually with clients who live and work around the world.

At Soaring Wealth, we focus on comprehensive financial planning and believe that every aspect of your finances needs to work together in order for you to reach your goals.  Our firm serves several types of clients, but the underlying common factor is the need for a financial plan which is deeply integrated with strategic tax planning in all areas (investments, estate planning, etc.).  Additionally, many of our clients have cross-border planning needs.

 

Services Offered Include:

  • Comprehensive, long-term financial planning that focuses on making strategic investment, tax and estate planning choices centered on achieving short-, medium- and long-term goals. 
  • Portfolio management rooted in evidence-based and goal-oriented investing principles.
  • Proactive tax planning for corporate executives and individuals with flow-through income to better manage their annual tax liabilities related to equity compensation and other variable income. 
  • Year-end planning to maximize tax-efficient charitable giving, retirement and education savings in alignment with clients’ long-term goals.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

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

Ideal Clients

  • Cross-Border Situations
  • Business Owners and Executives
  • Retirees and Near Retirees
  • Socially-Responsible Investors

Working Together

  • Complimentary Initial Consultation
  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees

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
  • 3 Mill Street
    Middlebury, VT 05753

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