Andrew Marshall Financial, LLC (AMF) is completely independent and a fiduciary, which means AMF always puts your interest first. Our personal financial planning services will help you maximize your use of money so you may reach your goals of retiring, sending your children to college, buying a home, or whatever they may be.
AMF offers fee-only financial advice free from conflicts of interest, paid by the hour, as you need it. We do no product sales and therefore get no commissions.
AMF is a consultant who analyzes your situation and provides recommendations to solve your particular issues. Everyone’s financial situation is different. We work collaboratively with you to create custom plans of all project sizes.
AMF has developed an investing strategy using what AMF believes are the best practices for growing a portfolio. Our tactical trend following system outperforms typical asset allocation strategies. AMF is happy to talk privately with you about our investment management techniques.
If you are ready to get started or have questions, call us at (760) 651-6315.