About Our Firm

About Marshall Wealth Management, LLC.

Marshall Wealth Management, LLC is a registered investment advisory firm. We specialize in financial education as a component of our wealth building agenda. This is accomplished through our numerous workshops and seminars throughout the community, as well as, our partnerships with churches, universities, magnet schools, and other civic organizations. At Marshall Wealth Management, LLC our missions to be focused and diligent in educating, supporting, and advising diverse communities through trusted and knowledgeable individuals in the area of financial services, life planning and investment management.

About James L. Marshall, Jr. 

James L. Marshall, Jr. has been in the investment management industry for over 25 years. He started his career with Merrill Lynch back in 1988 as a Stockbroker Trainee and then moved to Washington, DC to work for New York Life, where he began to realize the importance of educating the black community about comprehensive wealth building.

James converted these early years of training into a successful 9-year career with American Express Financial Advisors before starting Marshall Capital Management Group in Aprill 2001. ( Currently known as Marshall Wealth Management, LLC ) a wholly owned Registered Investment Advisory Firm. During this period he has reached great heights in the industry by qualifying for the Million Dollar Round Table, which consist of the top 5% of all producing financial advisors. James says that he has been able to accomplish this level of success by staying committed to educating the Black community about the wealth building process. A great example of this education can be found in his book called Wealth: Unlocking the secrets to creating and protecting black family prosperity!

A graduate of Western Kentucky University; James continues his never ending education by attending various courses and seminars on comprehensive financial planning and investment planning. James remained involved with Western Kentucky University by serving on the WKU Foundation Board and the Board of Advisors to the President. His commitment to encouraging more African Americans to choose a career in financial planning has led him to establish the J. L. Marshall Living and Learning Community at Western Kentucky University, Gordon School of Business.

Of all the blessing's God has bestowed on James Marshall, the greatest is his family. He is married to Donna Lacy Marshall, and together they have two beautiful girls; Zoe and Ava.