Marshall M

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™, 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 currently serves as the Treasurer of The Fingerlakes ReUse Centers.

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 two kids enjoy life by Six Mile Creek in the city of Ithaca.

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Marshall M

Articles & News Featuring 

Marshall M

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.
Business

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.
Business

Financial Aid for College: A Few Tips

Key to understanding financial aid eligibility is learning how financial aid formulas work. They're rather complex and vary from school to school, but they basically use answers to questions about family income, assets, and size to help arrive at a special number known as the expected family contribution, or EFC.
Business