March Forward

What March Forward does

March Forward, LLC is an independent, privately held fiduciary wealth management firm headquartered at 918 Maple Street in Conshohocken, Pennsylvania, operating in the Northeast United States. The firm serves entrepreneurs, founders, and business owners as its primary persona, with secondary segments including established professionals, executives, retirees, and multigenerational families. Its service portfolio is anchored by a proprietary methodology called the March Forward Action Plan (MAP), a process-driven framework that integrates private wealth management, business and succession planning, investment planning with independent third-party manager oversight, protection and insurance planning, estate preservation, tax minimization, legacy planning, and charitable planning into a single living strategy.

The firm operates with approximately 11 staff including four partners — Marc J. Bernstein (Partner in charge of vision, strategy, and business development), Kevin Crowley, Andrew Hauber, and Christopher Truscello — plus a financial planner, client onboarding coordinator, administrative assistant, client service administrator, paraplanner, and director of administration. It reports $500M+ in assets under advisement, 500+ families served, and 110+ years of combined advisor experience, and has been recognized as a Five Star Wealth Manager by Five Star Professional ten times. Securities are offered through affiliated broker-dealer DFPG Investments, LLC and investment advisory services through Diversify Advisory Services, LLC, with March Forward itself operating as an unaffiliated practice.

March Forward's go-to-market is sales-led and consultative, with no proprietary technology platform, mobile app, API, or AI/ML capabilities disclosed. Revenue is generated through recurring wealth management and financial planning advisory fees, with pricing set on a per-client basis and not publicly disclosed. Distribution is direct and regional, relying on the firm website, content/SEO, and referral networks within entrepreneur and founder communities; there are no external institutional investors, no funding rounds, and no disclosed M&A, parent company, or subsidiaries.

Name

March Forward

Legal name

March Forward, LLC

Website

https://marchfwd.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

March Forward is an independent fiduciary wealth management firm in Conshohocken, PA serving entrepreneurs, business owners, executives, and multigenerational families through its proprietary March Forward Action Plan (MAP) methodology, with $500M+ in assets under advisement across 500+ households.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEAAAA

Comprehensive Financial Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

• Wealth management services
• Fiduciary financial planning
• Business succession planning
• Estate preservation advisory
• Entrepreneur financial advisory

Headquarters

HQ city

Conshohocken

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Wealth Management and Financial Planning Advisory Fees: The firm generates revenue through financial advisory and planning services. Securities are offered through DFPG Investments, LLC and investment advisory services through Diversify Advisory Services, LLC. The firm operates as a fiduciary, providing comprehensive wealth planning, investment management oversight, and financial planning services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

March Forward is a fiduciary wealth management firm that delivers comprehensive financial planning and investment advisory services for entrepreneurs, business owners, executives, and multigenerational families. Its core offering is the March Forward Action Plan (MAP), a proprietary process-driven methodology that integrates investment oversight, business and succession planning, protection and insurance, estate preservation, tax minimization, legacy, and charitable planning into a single coordinated wealth strategy. Securities are offered through DFPG Investments, LLC and investment advisory services through Diversify Advisory Services, LLC.

Product overview

March Forward is a fiduciary financial planning firm offering a unified wealth management platform centered around its proprietary March Forward Action Plan (MAP) methodology. The core offering integrates Private Wealth Management with specialized service modules including Investment Planning & Independent Oversight, Business Planning & Succession Planning, Protection & Insurance Planning, Estate Preservation, Tax Minimization Strategies, Legacy Planning, and Charitable Planning. The MAP serves as the foundational process that connects all services, providing a holistic approach for entrepreneurs and business owners that coordinates every aspect of their financial lives—from investment management to estate planning to philanthropic goals.

Differentiator

Problem solved

Functional benefit

Products and services

• March Forward Action Plan (MAP) Proprietary comprehensive planning methodology that serves as the foundation of all March Forward services. MAP is a process-driven approach that begins with the client's vision rather than a preset product, coordinates all aspects of the client's financial life into one integrated plan, uses vetted third-party investment managers, applies true asset allocation beyond traditional stocks and bonds, and evolves as a living strategy over time. Targeted at entrepreneurs, business owners, executives, and multigenerational families.
• Private Wealth Management Comprehensive wealth management service integrating investment planning, risk management, tax planning, and estate considerations into a cohesive strategy that grows and protects client wealth over time. Delivered through fiduciary advisory services provided via Diversify Advisory Services, LLC, with securities offered through DFPG Investments, LLC. Targeted at high-net-worth individuals, families, and business owners.
• Entrepreneur Financial Planning Services Specialized wealth management offering tailored for entrepreneurs, founders, and business owners, segmented into three personas: The Innovator (liquidity from IP and ideas), The Builder (sustainable growth), and The Disruptor (high-stakes exits). The offering addresses business succession planning, tax minimization, asset diversification, estate preservation, liquidity event planning, and legacy creation. Delivered through the firm's MAP process.

Quantifiable outcome

• $500M+ in assets under advisement
• +2 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights6 records

Broad incumbents

• Moneta Group: Independent RIA serving business owners, entrepreneurs, and high-net-worth families with comprehensive wealth planning. Comparable integrated fiduciary offering and entrepreneur focus, but operates across multiple U.S. offices at greater scale.
• Focus Financial Partners: Partnership model for independent wealth management firms serving high-net-worth clients including business owners. Comparable fiduciary model but operates as a holding company aggregating many small RIAs.
• Carson Group: National wealth management firm serving advisors and their clients with integrated financial planning, investment, and business consulting. Comparable in serving entrepreneurs through partner advisors, but with broader geographic and service footprint.
• Edelman Financial Engines: Large national RIA offering financial planning, investment management, and wealth strategy to individuals and business owners. Comparable in serving entrepreneurs and offering integrated planning, though at much greater scale and with a stronger digital/employer-channel presence.
• Mercer Advisors: National RIA providing comprehensive wealth management, tax, and estate planning to entrepreneurs and retirees. Similar integrated fiduciary offering but operates across multiple U.S. regions and is acquisition-driven.
• Wealth Enhancement Group: Independent wealth management firm providing comprehensive financial planning to high-net-worth individuals, business owners, and families. Similar fiduciary, integrated planning model but operates nationally through acquisitions.
• Mariner Wealth Advisors: National wealth advisory firm serving business owners, entrepreneurs, and high-net-worth families with integrated financial, tax, estate, and investment planning. Comparable comprehensive planning approach but at much larger consolidated scale.
• Creative Planning: Large national RIA offering comprehensive financial planning and wealth management to entrepreneurs, business owners, and high-net-worth individuals. Comparable in fiduciary model and entrepreneur focus, but operates at substantially greater scale with multi-billion AUA.

Direct peers

• True Wealth Design: Boutique Ohio-based RIA specializing in financial planning for entrepreneurs and business owners with an integrated, process-driven approach. Closest direct peer given similar entrepreneur focus, fiduciary model, and small-team boutique scale.
• SignatureFD: Atlanta-based wealth management and family office firm focused on entrepreneurs, business owners, and high-net-worth families. Closely comparable in entrepreneur specialization, integrated planning (tax, estate, investments), and process-driven advisory approach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/marchfwd
• LinkedInlinkedin.com/company/marchfwd

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about March Forward