Marshall M CFP®

Managing Partner & Advisor

Marshall McCormick CFP® is the President of Fingerlakes Wealth Management and Socially Responsible Investing with Fingerlakes Wealth Management. Marshall is a CERTIFIED FINANCIAL PLANNER™ professional, holds a Series 65 securities license, and oversees the development of Fingerlakes Wealth Management’s impact investing opportunities and socially responsible portfolios. He believes that individual investors have a unique ability to create positive change throughout the world through careful planning and responsible investments.

Marshall holds a B.A. and a B.S. from the University of Utah and a Masters degree in Regional Planning from Cornell University. An active member of the community, Marshall volunteers with local organizations promoting community cohesion and a sense of place. Marshall is an active Rotarian and supports the local Youth Exchange program.

You’re likely to see Marshall riding his bicycle around town, sailing on the lake, or enjoying any of the wonderful area waterfalls. Marshall, his wife Amalie—a teacher at Ithaca High School—and their three kids enjoy life by Six Mile Creek in the city of Ithaca.

Book Some Time With

Marshall M CFP®

Articles & News Featuring 

Marshall M CFP®

Ensuring Your Family’s Financial Future Before You Leave

You can’t control the future. But here are 3 simple steps to help you safeguard your family's financial future now.

Concerned About Longevity? Three Mistakes to Avoid

Longevity is often cheered as an achievement, but the downside of living well beyond one's average life expectancy is that it can strain (or worse, completely deplete) an individual's financial resources.

Do You Have a Plan for Your Digital 'Estate'?

Even people who think they've ticked off all of the usual boxes on their estate-planning to-do lists may have overlooked an increasingly important component of the process: ensuring the proper management and orderly transfer of their digital assets.