Marshall W. Gifford

Marshall Gifford is a founder of Gifford Financial and a senior partner at North Star Resource Group, where he helped create the North Star Medical Division. He graduated from Minnesota State University at Mankato with a degree in Business Administration. Shortly thereafter, Marshall completed his Chartered Financial Consultant (ChFC) and Certified Life Underwriter (CLU) training. He specializes in consulting with physicians and dentists in regard to their personal and business financial goals and concerns.

Marshall is a co-author of Real Life Financial Planning for the Young Dental Professional and Real Life Financial Planning for the New Physician. He speaks at national medical and dental conferences, and his perspective and wisdom have resulted in guest spots sharing his financial expertise on KARE11, WCCO, and Fox News. Marshall has also written and supported multiple articles for Medical Economics magazine as well as Dental Products Report.

Marshall was listed on Forbes’ 2024 Best-In-State Wealth Advisors (Minnesota) list from Forbes and SHOOK Research (#47), after previously ranking on their 2023 Top Financial Security Professionals list (#67), and #3 on their 2023 Top Financial Security Professionals Best-In-State (Minnesota) list. These annual Forbes lists recognize financial professionals throughout the nation who offer invaluable guidance and strategies to clients for long-term wealth preservation.

He speaks on various financial topics and has conducted educational discussions for residents, fellows, and students of the following institutions or groups:

• The American Urological Association
• Northwest Indiana Dental Society
• CARVE – Clinically Relevant Vascular & Endovascular Surgery Conference
• The University of Minnesota Dental School
• The University of Minnesota Medical School
• The University of Minnesota Residency and Fellowship Training Programs
• The Mayo Fellows Association
• The Mayo Clinic Residency Programs
• Johns Hopkins University
• Ohio State University Medical School
• The University of Cincinnati Dental School
• Detroit Medical Center
• McLaren Macomb
• The University of Iowa Dental School
• The University of Missouri Kansas City Dental School and Residencies
• The University of Nebraska Dental School
• Creighton University Dental School
• The University of Florida Dental School
• Rush University Medical Center
• University of Illinois Chicago
• Northwestern University
• Meharry Medical College School of Dentistry
• Howard Dental School
• Vanderbilt University Medical Center

Having worked in the industry for over 30 years, Marshall has a wealth of knowledge and experience to share when speaking at industry and institutional functions. Time management, practice management, marketing, efficiency, and motivation are just a few of the topics upon which he has spoken.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 6/30/23, 44,900 nominations received, based on thresholds – 23,876 invited to complete online survey – 20,412 telephone interviews – 1,507 total virtual interviews – 4,926 in-person interviews at Advisor’s location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Forbes America’s Top Financial Security Professionals, developed by SHOOK Research is based on last year’s data. The algorithm is designed to fairly compare the business practices of a large group of financial service professionals (FSPs) based on quantitative and qualitative elements. Data is weighted to ensure priorities are given to dynamics such as best practices, business models, recent business activity, among others. Each variable is graded and represents a certain value for each measured component. The algorithm measures thousands of FSPs against one another. The listing is prepared by SHOOK™ Research and is based primarily on commissions and premiums generated from insurance products and other criteria relative to years of experience, credentials, client retention and servicing, business model, community involvement, financial professional and peer interviews, and compliance background. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.