At Evergreen Awards, we’re proud to recognize leaders who aren’t just following trends but reshaping the future of financial planning. That’s why it’s our distinct honor to name Femkee Marsh as the Best Tax-Efficient Income & Legacy Planning Firm in the U.S. of 2025.

This recognition reflects a growing reality: traditional financial planning has not kept pace with the complexity faced by today’s high-income professionals, business owners, and executives. For too long, conventional advice has revolved around deferring taxes, relying on qualified plans, and trusting that someday the market or legislation will work in your favor. Femkee Marsh isn’t just questioning that logic, they're providing a better solution.

From our very first review of their model, it became clear that Femkee Marsh is doing something different. Their approach doesn't hinge on hope, speculation, or passive accumulation. Instead, it is built on clarity, structure, and long-term control. They equip clients with the same institutional-grade planning strategies typically reserved for Fortune 500 companies and ultra-high-net-worth families. But what makes their work extraordinary is that they make these strategies accessible for successful professionals and business owners who don’t have a corporate strategy department working on their behalf.

As a Managing Partner, Joshua Boxer has helped craft a firm that brings advanced planning down from the ivory tower and into the hands of those who need it most. The firm’s emphasis is on reducing long-term tax exposure, generating predictable income streams, and protecting capital from the uncertainty of government-controlled financial mechanisms. The guiding principle is simple: solve the structural issues others ignore before they become irreversible problems.

Femkee Marsh is not a traditional advisory firm   and they don’t want to be. Where others focus on performance projections or generic asset allocations, Femkee Marsh focuses on structural soundness, strategic tax planning, and the integration of executive benefits, legacy planning, and premium-financed solutions. They collaborate with elite specialists across banking, tax law, and advanced insurance design to develop strategies that actually work, not just on paper, but in the real world where clients live and decisions have lasting consequences.

One of the defining elements of their model is client education. They don’t drop complex proposals into a client’s lap and expect blind trust. Instead, they explain   clearly and thoroughly   how current plans actually function, what vulnerabilities exist, and why decisive action today can mean greater freedom, flexibility, and peace of mind tomorrow. That emphasis on transparency and understanding is why their clients tend to stay informed, confident, and ahead of the curve.

In an environment where taxes are rising, regulations are shifting, and financial noise is louder than ever, Femkee Marsh gives clients the clarity they crave. They prioritize long-term outcomes over short-term noise and build strategies that align with how clients want to live, work, and transfer their wealth. For business owners, their retention and executive benefit strategies create real balance-sheet value while aligning key employees with business goals, all while reducing cash-flow strain and tax burden.

Their solutions are disciplined, not reactive. Strategic, not speculative. And every engagement is handled with the precision that only comes from working with experts who live and breathe this work every day. They’re selective with their clients and intentional with every plan, which is exactly why their results stand apart.

Femkee Marsh isn’t just solving problems, they're helping clients see them before they become permanent. This award recognizes that foresight, discipline, and clarity in a world where most planning is still driven by hope and guesswork.

To learn more about Femkee Marsh and explore their wealth planning philosophy, visit their website at www.femkeemarsh.com. You can also follow their insights on LinkedIn and Facebook.

Congratulations to Femkee Marsh, the Best Tax-Efficient Income & Legacy Planning Firm in the U.S. of 2025. Your clients aren’t just building wealth. They’re protecting it wisely, intentionally, and for generations to come.