Jill Marshall
Client Focused I Certified Senior Adviser I Strategic Agility I Developing Others I Cultivating Collaboration
- Role
- Principal and Co-founder at Silver Path Consulting
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Jill Marshall
As a strategic and empathetic leader, I help families navigate aging with confidence. As…
Experience
Principal and Co-founder
Oct 2024 — Present · Gladwyne, PA, US
As Principal and Co-Founder of Silver Path Consulting, I lead a mission-driven firm dedicated to helping families navigate the complexities of aging and holistic planning for our later years. My focus is on crafting personalized solutions that align seamlessly with each senior\'s unique needs, values, and goals, while simplifying the process for adult children and families.Responsibilities include: Collaborating closely with families to create personalized plans that address their unique needs, leveraging our 12-point planning framework, which includes financial, healthcare, legal, and lifestyle considerations. Facilitating thoughtful conversations with clients and their loved ones to uncover their aspirations and address concerns, forming the foundation for actionable, customized solutions. Helping adult children and family members by providing clear guidance, streamlined processes, and actionable plans that reduce stress and simplify decision-making during what can often feel overwhelming. Building and managing a network of trusted advisors—including financial planners, eldercare specialists, and legal professionals—to deliver fully integrated, multidisciplinary support. Advocating for a holistic approach to planning, ensuring every recommendation reflects the client’s unique circumstances and long-term vision.At Silver Path Consulting, I take pride in turning complex challenges into opportunities for clarity and connection. By aligning every solution to the unique needs of our clients, we empower families to honor their loved ones’ legacies while helping adult children navigate their roles with greater confidence and ease.
Education
The Wharton School
Securities Industry and Financial Markets Certificate (SIFMA)
Duke University
Bachelor of Arts - BA
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