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Marsh Wealth Management

Marsh Wealth Management

Reviews Summary

Clients consistently praise the firm for its personalized, professional service, highlighting deep care for their financial well-being. Advisors are commended for their expertise, clear communication, and proactive guidance through market uncertainties. Many appreciate the team's accessibility, ethical standards, and ability to tailor strategies to individual needs. Long-term clients express strong trust, noting how the firm's ongoing adjustments ensure financial security. The welcoming, family-like atmosphere and comprehensive approach—covering investments, taxes, and retirement—receive frequent mention. Satisfaction is nearly universal, with clients frequently recommending the firm.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Contact Information

Address

504 Ebenezer Rd

Knoxville, Tennessee 37923

Visit Website Call Now Get Directions

Hours

Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-3PM
Saturday Closed
Sunday Closed

Customer Reviews

Mike is an excellent financial planner. He listens to us & gives us various options to consider. When we make a decision he finds the best instrument for carrying out our request. He takes time to talk over any aspect of financial instruments & questions we might have. He is a trusted financial advisor & we would highly recommend him & his firm for anyone needing a financial planner.

Yvonne and Mike are very professional and are easy to communicate with. I believe they have managed the market uncertainty well which has helped reassure us about our investment. They do a great job with income tax strategies and long-term care plans.

I have been a client of Marsh Wealth Management for many years. Yvonne and Mike have always been a pleasure to work. They are honest, intelligent, knowledgeable and have guided me and my investments very well. Highly recommended!

Marsh Wealth Management has not only met our expectations, they have exceeded expectations! Yvonne, Mike and the entire Marsh Wealth Team are very skilled at what they do and pro-actively communicate any updates and available when needed. My wife and I highly recommend Marsh Wealth Management!

Yvonne and Mike have been our financial advisors for a number of years. It is difficult to express how much we appreciate their financial advice and guidance. They are attentive to both the markets and our short term and long term finances. We have referred a number of friends and colleagues to them based on the remarkable service we have received.

Marsh Wealth Management provides excellent financial advice. They are professional and work hard to keep us informed and involved in managing our finances.

We have been with Marsh Wealth Management for over 10 years. Very satisfied with level of professionalism but also appreciate they get to know you and you are not just an account to them.

Once again after my annual catch-up with Yvonne, I feel confident and secure about my future. I always feel very welcome and at home with Marsh.

I have nothing but praise for this group. They?re efficient, reliable and knowledgeable. Always available to advise or explain all things pertinent to our financial needs. I highly recommend using their financial expertise. The entire group is a pleasure to work with.

Having Marsh Wealth Management manage our money was the best financial decision we made. We no longer worry about making wrong decisions with our investments. We know the plan that MWM developed (and modifies as needed) will ensure financial security in retirement. Mike and Yvonne are alway available to answer our questions. Being CPAs we know they follow the highest code of ethics.

When you invest with Marsh Wealth Management they become invested in you. Mike and Yvonne really care about their clients. They also are able to provide additional services to provide for all of their clients needs. The entire office staff makes you feel at home. They are the best.

Yvonne has taken care of both my mother and my own financial needs for years. Very caring, professional and personable. She's always steered us in the right direction. Between herself and the whole group at Marsh they are always on hand to help with questions and offer helpful suggestions especially in an ever turbulent market. Plus it's her name on the door not some corporate giant so you know there is a personal touch.

Great folks to work with! I have complete faith in their knowledge/expertise, and appreciate the way they work with me....always looking out for my best interest.

A friend referred me to Yvonne Marsh, saying that she was excellent. She could not have been more correct. Yvonne, was organized, professional, and followed up on every loose end. It was very apparent that she was well informed with current laws, and she had suggestions for me, that I would never have thought of on my own. She treated me, just as she would have someone that had millions of dollars to manage. I can't compliment her as much as she deserves and I can say unequivocally that you can not fin

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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