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Principal
Since joining the firm in 2015, Marshall Moon has served as senior investment advisor and chief equity strategist. Marshall earned his finance degree from the University of Central Arkansas and became a Certified Financial Planner in 2020. In January 2025, he became a named partner. As principal, he leads investment strategy, oversees equity research and remains a trusted advisor to clients. He is passionate about helping people feel confident in their financial futures and takes pride in offering open-minded, personalized guidance. Moon understands that every financial journey is unique — and he is committed to helping clients pursue their goals with clarity and purpose.
