Marsha LePhew*

  • CFP®
  • ChFC
  • CPA

Financial Advisor

Marsha founded and served as the president of LePhew Financial Services, Inc., until the firm joined Carroll Financial Associates in 2019. Her practice specializes in providing comprehensive financial planning, investment advisory, and family office services. She graduated from Concord University, Summa Cum Laude with a Bachelor of Science in Business Administration.

Marsha has been actively involved in the promotion of highly-qualified and ethical financial advisers for many years. She has served as a member of numerous national committees for the American Institute of Certified Public Accountants. These include Personal Financial Planning Executive Committee, Personal Financial Specialist Credential and Examination Committee, Investment Committee and national conference planning committees. On a state level, she has served as chairperson and member of the South Carolina Association of CPA’s Personal Financial Planning Committee and as a member of the South Carolina Association of CPA’s Investment Committee.

Professional activities include public speaking engagements addressing personal financial planning and investment advisory services at AICPA conferences, SCAPA conferences, and local industries. She has been referenced and quoted in articles addressing financial issues in local and national press. Marsha has been recognized by national publications including Worth Magazine, Medical Economics Magazine, and Charlotte Magazine.

Within her community, Marsha currently serves as a member of the Board of Directors of Catawba Riverkeeper Foundation. This organization’s mission is to educate and advocate the protection of the Catawba-Wateree River Basin’s lakes, rivers and streams for everyone who depends upon and enjoys them. Marsha also serves as a member of the Board of Directors of Hospice and Community Care. This is a non-profit agency located in Rock Hill, SC, focusing on providing hope, comfort and compassion to individuals in need.

On a personal level, Marsha is always happiest when close to water and watching things grow. She also loves to read, read, read, and travel to see the beauty of the world as life allows. She has two adult sons, two wonderful daughters-in-law and a fabulous grandson named Parks.

 

Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.

Marsha LePhew*'s Approach

“We are in the unique position of learning not only from our own experiences but also from the life experiences of hundreds of other individuals we have worked with through the years.”

- Marsha LePhew*

Marsha’s practice specializes in providing comprehensive financial planning, investment advisory, and family office services. She has been actively involved in the promotion of highly-qualified and ethical financial advisers for many years and has been recognized by national publications including Worth Magazine, Medical Economics Magazine, and Charlotte Magazine.