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Thomas Marshall MBA
Thomas Marshall Quick Facts
Main Areas: Retirement PlanningBest Sellers: Retirement Smarts: Plan Well, Retire Well
Career Focus: Author, Speaker, Financial Planner
Affiliation: Virginia Estate and Retirement Planning Advisors, Inc.
A well-known financial educator, Thomas P. Marshall is President and Chief Investment Officer of Virginia Estate and Retirement Planning Advisors, Inc., an independent, fee-based financial planning and investment advisory firm. His expertise is helping retirees and those soon to retire avoid common, costly financial mistakes. Tom has advised over 800 retirees and pre-retirees, including past employees of the U.S. Government, Wyeth Pharmaceuticals, DuPont, CSX Corporation, Dominion Resources, Capital One Financial Corporation, and many others. He has been assisting investors for over 14 years.
Tom is the former Chief Investment Officer of Gradient Investments, where he pioneered the use of tactical asset allocation based on economic cycles. Tom has also served as investment manager at Hickory Venture Capital, a $200 million venture capital and private equity fund.
Tom earned his Master of Business Administration degree from Vanderbilt University and graduated with Distinction from the Virginia Military Institute where he was commissioned in the United States Army, Corps of Engineers. Tom is also a graduate of the Venture Capital Institute.
Tom has lectured widely on financial topics and is a former lecturer at Vanderbilt University. Tom and his wife Cassie have two sons and live in Richmond, Virginia.
Visit http://www.myverpa.com or http://www.financialplannersvirginia.com for more info
Favorite Quotes & Thoughts from Thomas Marshall
As an investor, you can go anywhere for financial advice. Wall Street brokerages, giant insurance companies, and online discount brokers are vying for your business. But what type of firm should you trust? At Virginia Estate and Retirement Planning Advisors, Inc., we embrace our role as a fiduciary, a responsibility that means we must always act with your best interest in mind. As a fiduciary, we are different from traditional financial advisors who are brokers. It’s a distinction we are proud of and that benefits you:
- Unlike a broker, we are not licensed to sell you securities.
- We are a Registered Investment Advisor and only sell you our advice.
- You need not worry about hidden fees or a hidden agenda because, as an RIA, we are required by law to fully disclose any conflicts of interest we have in serving you.
- We are an independent, privately owned firm with deep roots in the community.
- We don’t have a huge marketing budget and rely on referrals from our clients to grow our business, so we are directly motivated to please every client we serve.
- As an independent advisory, we choose financial products and services that are best suited for you – unbiased by the demands and sales quotas that could be imposed by a corporate parent.
- Our entire focus is on developing and managing a comprehensive financial strategy that meets your unique needs.
- You receive personal attention and advice from professionals who come to know you.
Getting Started With Thomas Marshall
At Virginia Estate and Retirement Planning Advisors, Inc., our goal is to simplify your financial life and protect your wealth for future generations. We believe the best way to do that is surrounding you with a team of professionals working together in a coordinated effort to help you achieve your goals. In integrating all of your financial needs into a single, overarching plan, you leverage our expertise to provide:
- A comprehensive financial plan
- Asset allocation strategies built around your risk tolerance
- Investment management based on your individual goals
- Tax management
- Estate plans to preserve your legacy
- Retirement planning that maintains your quality of life
- Succession planning and exit strategies for your business or private investments
Contacting Thomas Marshall
Phone: 800-279-3768Fax: 804-727-0004Email: info@myverpa.com
We have three offices to serve you better: Richmond, Fairfax, and Newport News. Links to maps and driving directions are located below.
Main Office - Richmond 3900 Westerre Parkway,Suite 300
Richmond, VA 23233
Map and driving directions Fairfax 11350 Random Hills Road
Suite 800
Fairfax, Virginia 22030
Map and driving directions Newport News 11815 Fountain Way
One City Center, Suite 300
Newport News, VA 23606
Map and driving directions
