Marshall Burroughs is the Lead Financial Planner at RMR Wealth Builders, Inc., where he helps clients bring clarity and cohesion to their financial lives. With a planning-first approach and a passion for solving complex financial puzzles, Marshall works closely with finance professionals, physicians, and business owners to develop personalized strategies that align wealth with life goals.
Marshall brings over 20 years of experience from Wall Street, where he worked as a global equities trader and previously in investment banking, advising institutions on mergers & acquisitions and capital markets strategy. This institutional foundation now informs his individualized work with clients seeking high-level guidance across all aspects of their financial lives.
He is a graduate of Harvard University, where he served as captain of the men’s tennis team, and earned his MBA from Columbia Business School. Marshall is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certificate in Blockchain and Digital Assets (CBDA®) designation. He is also an active member of the Financial Planning Association.
Marshall believes financial planning is like building a family’s money puzzle. Whether it’s retirement strategy, investments, or estate planning, the pieces must fit together to create a clear picture. His mission is to help clients feel confident in their plan and secure in their future.
Outside the office, Marshall enjoys platform tennis, paddle, and applying the lessons he learned through competitive athletics, discipline, teamwork, and resilience, to both life and work.