Susan Marshall

I work with successful business owners, professionals, and families who have outgrown traditional financial advice and are looking for a more coordinated, strategic approach.

Many of the people I serve are already working with a CPA or other advisors, but find that key decisions are often made in silos: tax, investments, estate planning, and risk management not fully aligned. That’s where I come in. As an Advanced Planning Lead and Wealth Coordination Architect, my role is to help bring clarity and structure to complex financial lives. I work alongside clients and their existing advisors to ensure strategies are not only well-designed, but thoughtfully implemented. Through a Virtual Family Office (VFO) model, I collaborate with a national network of specialists in tax strategy, estate planning, business advisory, and risk management. This allows clients to access a higher level of coordinated thinking, without needing to navigate it alone. My work is especially valuable for those experiencing: Growing tax complexity Business growth or transition planning Retirement and income planning decisions The need for greater alignment across advisors If you’re looking for a more proactive, coordinated approach, I’m happy to have an initial conversation to determine whether there’s a strong fit.