Forward Advisors, LLC

Inspiring Collaborative Excellence in Financial Planning

Looking Ahead

Forward Advisors LLC is not merely growing. We are evolving with intention. We are building a planning-centric advisory firm designed for longevity, collaboration, and real-world impact. Through strategic partnerships, thoughtful technology integration, and a Team-Based Model, we are helping define the future of comprehensive financial planning.

Our commitment remains unwavering: to serve clients with clarity, integrity, and excellence while building a firm that can thrive independently of its founder.

Elite Advisor Collaboration

As a Fusion Member of the Elite Resource Team, founder Susan Marshall operates within a forward-thinking Team-Based Model, supported by a national Virtual Family Office.

This structure brings together local Proactive Planning Teams and national specialists in tax, legal, risk, investment, and business advisory. The result is coordinated guidance without silos or fragmentation.

Comprehensive Planning Built on Strong Foundations

Forward Advisors delivers holistic planning across five integrated pillars:

Tax Planning
Risk Mitigation & Asset Protection
Wealth Management
Legal & Estate Planning Coordination
Business & Succession Advisory

By addressing these areas together, we help clients make confident decisions that endure through life’s transitions.

A Distinctive Team & Trusted Relationships

Our growth is fueled not by volume, but by relationships and trust. Forward Advisors is supported by a carefully curated network of advisors, CPAs, attorneys, and specialists who value collaboration over competition.

We do not believe in one-size-fits-all advice. We believe in planning done well.

Women-Centered Advisory Excellence

Forward Advisors is nationally recognized for its commitment to women, particularly women business owners, professionals, and families navigating complexity, longevity, and transition.

Our women-centered planning focuses on:

Advanced retirement and income planning
Tax-aware and legacy-driven strategies
Estate coordination and protection
Planning through caregiving, widowhood, and leadership transitions

This is not a niche. It is a calling.

Expertise with Integrity

Our advisory team operates with a fiduciary mindset and deep professional expertise. Susan Marshall’s credentials, CLU®, ChFC®, RICP®, and CFP®, reflect decades of disciplined planning and client advocacy.

Investment advisory services are offered through Nautical Star Financial Group, LLC, a boutique RIA that supports clients who choose professional asset management. This relationship allows Forward Advisors to remain planning-first, compliant, and client-aligned.

Building a Firm That Lasts

Forward Advisors is intentionally designed for sustainability and succession.

Strategic advisor and CPA collaborations
Trainable systems and documented processes
Selective partnerships and future acquisitions aligned with values
Proactive retirement analysis supported by modern technology

Our vision is a firm that delivers exceptional service today and continues to do so for decades to come.

At Forward Advisors, LLC, in addition to our range of financial planning services, we provide you with a Virtual Family Office of experts, which combine the following five disciplines to provide you with truly PROACTIVE and HOLISTIC planning to ensure that you will be MAXIMIZING YOUR POTENTIAL:

Wealth Management
Tax Planning
Risk Mitigation

Legal Services
Business Advisory

Meet Our Team

Advisory Services Team

Your dedicated home office that supports you in day-to-day matters.

Proactive Planning Team

Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.

Virtual Family Office

Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.

Combining Proactive Planning and the Virtual Family Office Experience

We recognize that our best clients want PROACTIVE and HOLISTIC planning.

That is why at Forward Advisors, LLC we have upgraded to a 21^st century business model based around HOLISTIC and PROACTIVE advice, and are supported by a Virtual Family Office of experts.