Wesh Financial is a financial advisory firm founded by Marlon T. Wesh, a U.S.
Marine Corps veteran and financial planner, dedicated to helping travel nurses and healthcare workers achieve financial security through personalized tax strategies, retirement planning, investment management, insurance solutions, and debt restructuring. The firm emphasizes risk management, long-term planning, and fiduciary responsibility, ensuring clients can retire with dignity and leave a legacy for their heirs.
Multi-State Tax Expertise for Travel Nurses
Travel Nurse Retirement Plan Solutions
Strategies to Leverage High-Income Periods
Quarterly Financial Reviews
Fiduciary Commitment
Customized Insurance and Debt Planning
Services
Tax Management
Strategic tax planning to maximize deductions and credits for healthcare workers.
Federal and state tax return preparationMaximization of deductions and creditsOngoing tax strategy during filing season
Get Organized
Streamlined financial and travel document management for healthcare workers.
Collection and organization of financial documentsCreation of a private digital vaultEasy access to important documents
Retirement Planning
Strategies to fund and secure retirement income for healthcare workers.
Social Security and pension analysisNest egg funding strategiesLong-term financial planning
Investment Strategy
Tailored investment portfolios to maximize returns while managing risk.
We primarily work with Travel Nurses, but serve all healthcare workers in the early stages of wealth building—those with an investment horizon of 25 years or more, expecting an annual gross salary of $120,000 or more as a single individual, able to save a minimum of $1,500 per month, and seeking long-term financial planning with an advisor.
What are Your Client Dealbreakers? +
We won’t work with people who are okay with fraudulent tax activity, even the 'small stuff,' nor with speculators, day-traders, DIYers, or anyone who doesn’t see the value of professional help.
Are You a Fiduciary? +
Yes, we are obligated to always act in your best interest and sign an oath to that with each client agreement.
How are You Paid? +
We offer a monthly subscription until clients' accounts grow enough to bill on assets; we never receive third-party compensation for selling anything to clients and maintain conflict-free practices.
Can I Only Work With You if I'm Currently a Travel Nurse? +
No, we work with nurses throughout their career—whether actively traveling, per diem, or staff—providing long-term financial health planning.
5.0
