Testimonials from colleagues in our field and people who know us are another way you can determine if we're right for you.
"Marsha is a highly organized, educated, disciplined fiduciary. She can combine strict ethical boundaries with deep caring -- an extraordinary combination."
Cathy Cress, MSW, Author, Handbook of Geriatric Care Management
"In partnering with the team at Practical Heart Fiduciaries over the past few years, we have seen that they are truly committed to promoting their clients' wellness and being prudent with their funds. Marsha is a strong advocate for her clients' quality of care and prioritizes their quality of life, such as providing one on one companionship and arranging special outings tailored to their interests."
Nina Herndon, MA, CMC, CLPF, Executive Director, Sage Eldercare Solutions
"Marsha is a person of the highest integrity."
Dina Hoffman, Esq.
"I often seek Marsha's opinion on important personal, professional, and financial decisions."