Marshall Financial Group
Fee-Only financial planner located in Doylestown, PA, serving clients locally and across the country
- BS Finance, Penn State University
- Certificate: Domestic Partnership Advisor, College for Financial Planning
In Financial Services since: 2001
With Marshall since: 2001
Past and present affiliations:
- Financial Planning Association
- Bucks County Estate Planning Council
- Society of Trust and Estate Practitioners
- Springpoint Foundation Planned Giving Advisory Committee
- Board member, Pride Planners
- Board member, Community Conservatory
- Dog Foster, Lulu’s Rescue
- Corporate member, Pearl Buck International Foundation
Get to know:
Russ Weiss specializes in financial planning for people who have stepped (or run, or flown) outside the usual models of corporate and family life.
Russ is himself a former entrepreneur who has chosen a committed but unmarried relationship. That’s how he initially became focused on the complexities of planning for individuals, couples and families who aren’t heterosexual married people with children —who actually form the majority of US households today.
“Fewer than half of families in the US are headed by a married couple,” he notes. “let alone a US-only, straight married couple. “But our tax laws and other regulations haven’t always caught up with that reality.”
Russ’s expertise in financial planning for clients whose lives don’t fit neatly into checkboxes is ideal for:
- Unmarried couples or individuals
- Gay or homosexual
- Other LGBT
- Citizens or residents of more than one country.
- US expatriate—whether permanent or temporary
- Dual citizen
- Non-US citizens, such as a green card holder, resident alien, or non-resident alien
- Entrepreneurs and other small business owners
- Otherwise “outside the box”
Russ works to ensure that clients whose lives don’t fit neatly into tax codes, healthcare and insurance, pensions, and investments can still enjoy the same level of benefits and confidence as more traditional families.
Plus, beyond the financial issues, he helps plan for other issues. For instance, he can help to ensure a life partner can be involved in the event of a healthcare emergency; get coverage from a partner’s insurance; or obtain other rights that married couples are able to take for granted.
For clients with cross-border lives, Russ often enlists the assistance of a colleague with specific, deep knowledge of a specific country’s tax and legal codes, while ensuring that the US side codes and overall picture are squared away.
Approachable and dedicated, Russ has developed a devoted clientele over the years. Says one of his clients “There’s an overwhelming amount of information out there. Russ narrows it down to what’s relevant, so I can make confident decisions quickly and with less stress.” Another gets right to the heart of Russ’s unique style when she says that he “brings a beautiful mix of compassion and knowledge to the table.”
Russ welcomes inquiries from prospective new clients. Please feel free to call and ask to talk with him today.
Russ Weiss is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
Life is full of contingencies. Planning with Marshall Financial sets you up to handle them. We not only help you nurture and increase your wealth, but help protect you from risk and prepare you for changes when they occur.
Financial planning with Marshall is about creating the life you want to live
If you’re used to financial professionals who focus entirely on portfolios and percentages, our approach will be a welcome surprise. At Marshall, financial planning is focused entirely on helping you achieve your goals and live your dreams. It’s an ongoing conversation. As your needs and concerns change and evolve, the direction of our planning alters accordingly.
Complete financial confidence, simplified
Even if you already have an accountant, insurance agent, attorney and banker, you may be finding that coordinating their efforts to manage your wealth is complex, time-consuming, and often confusing.
Your team at Marshall brings decades of financial planning expertise, coordination, and detail management. You retain complete control, with complete transparency and 24/7 secure online access to your accounts. Regular reports keep you on track. And a member of your team is always just a call away if you have questions or concerns.
We’re on top of it
Your Marshall team is always looking for new strategies and opportunities. We’ll bring them to you at each review.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Russ Weiss is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Russ Weiss 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.
Russ Weiss 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.
Contact Russ Weiss
33 W Court St