Financial Planning Process

We offer a different style of financial advice. We do not sell financial products and receive no commissions. We charge on an hourly, fee-only, as-needed basis. We are a fiduciary, so we always offer advice that is in your best interest.

Investment Management Services

Investment Strategies: Investing strategies Andrew Marshall Financial, LLC (AMF) offers are defined below. An Investment Policy Statement is written that lays out the principles and characteristics of your personalized investment plan. AMF works with you to determine which is bestRead more

Financial Planning Method

Andrew Marshall Financial, LLC (AMF) offers custom financial plans developed interactively with you over a series of meetings. The series of meeting topics are customized to your unique situation. The goal of a series is to have implemented a planRead more

FAQs

What is a financial planner? A financial planner is a professional who reviews your assets and liabilities and coordinates them to align with your goals.  The planner explains and suggests improvements to make the functioning of your finances better. ByRead more

Call (760) 651-6315 to discuss your situation.

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Who We Serve

We specialize in optimizing the finances of individuals, couples and families who are working toward retirement. Those whose lives are becoming complicated and need somewhere to turn for honest advice that is in their best interest. Our slogan: Optimize your finances, Realize your success.

Our Difference

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,Read more

Why a Fee Only Planner is Best

Andrew Marshall Financial, LLC (AMF) uses the fee-only method of financial advice.  With fee only advice, you pay for services in an open, fully disclosed manner. With fee-only advice, you know exactly what you are paying for. AMF does notRead more

About

Andrew Marshall founded Andrew Marshall Financial, LLC as a means to provide independent, objective financial advice to individuals and families without regard to their current income or net worth. Andrew is a member of the Garrett Planning Network, the NationalRead more

Serving clients virtually throughout California and in person in the North County San Diego cities of Carlsbad, Leucadia, Encinitas, Oceanside, Vista, San Marcos, Escondido, and Solana Beach.