Forward Advisors is intentionally built — for clients, for partners, and for the long term. A firm designed to thrive independently of its founder.
ABOUT THE FIRM
Planning, done well.
OUR FOUNDER
Susan Marshall
CLU®, ChFC®, RICP®, CFP®
Founder Susan Marshall holds the CLU®, ChFC®, RICP®, and CFP® designations, representing decades of advanced planning training and client work. Forward Advisors operates with a fiduciary mindset across every engagement.
Investment advisory services are offered through Nautical Star Financial Group, LLC, a boutique RIA that supports clients who choose professional asset management. This structure keeps Forward Advisors planning-first and aligned with client interests.
CURATED COLLABORATION
Built on relationships, not volume.
Forward Advisors is supported by a curated team of specialists who value collaboration. Our growth comes from referrals and long-term client relationships, not from chasing scale. We take on clients we can serve well, and we plan accordingly.
DESIGNED FOR THE FUTURE
A firm built for the next generation.
Forward Advisors is supported by a curated team of specialists who value collaboration. Our growth comes from referrals and long-term client relationships, not from chasing scale. We take on clients we can serve well, and we plan accordingly.
Our Virtual Family Office
National specialists that provide the 'best of the best' in tax planning, legal and business advisory services.