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Geoffrey Marsh

Advisor at Activ8 Family Office LLC

Updated today
Activ8 Family Office LLC logo

Firm

Activ8 Family Office LLC

Location

Uniontown, OH

Credentials

Series 65

Industry experience

12 years

About

Geoffrey Marsh is a financial advisor at Activ8 Family Office LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Octagon Financial Services, Inc. for 12 years. Activ8 Family Office provides comprehensive wealth and investment services to professional athletes and their families, trusts, estates, retirement vehicles, and related businesses. The firm utilizes third-party managers and platform relationships for investment management and sponsors a private fund focused on private market investments.

Client services

Based on Activ8 Family Office LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Activ8 Family Office LLC

Private / alternative investments Cash flow / budgeting Tax-loss harvesting Life insurance needs analysis

Occupation focus

Based on Activ8 Family Office LLC

Professional Athlete

Fee options

Fixed

Flat fees range from $2,500 to $100,000 for financial planning and other services

Project-based

Up to $400 per hour for financial planning and other services

Performance-based

Performance-based fees (carried interest) charged by Lonsdale for Private Fund investments only

Other

Minimum fee: Annual minimum fee starting at $2,500 Fee-only: Financial Planning hourly fees up to $400/hour; flat fees range from $2,500 to $100,000

Location

Uniontown, OH

Most active in

Ohio · Texas · Virginia

Work history

Activ8 Family Office LLC

2025 - Present (1 year)

Octagon Financial Services, Inc.

2013 - 2025 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jeffrey T

Series 63, Series 65

Akron, OH

Alpha Asset Management

Active portfolio management Concentrated stock management
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Peter L

Series 65

Akron, OH

Priority Investment Management LLC

Active portfolio management
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James M

Series 63

Canal Fulton, OH

Mundell Asset Management LLC

General retirement planning General estate planning guidance Cash flow / budgeting Income planning
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Ryan A

Series 63, Series 66

Canton, OH

Nickelplate Financial LLC

Wealth management Annuities
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Robert E

Series 65

North Canton, OH

FSC Advisors LLC

Annuities General tax planning College savings (529s, UTMA, etc.)

Ryan B

CFP®

Uniontown, OH

Hyland Wealth Management LLC

Ryan Bayonnet is a Certified Financial Planner® and founder of Hyland Wealth Management, a Fee-Only, Registered Investment Advisory firm in Green, Ohio. Ryan founded Hyland to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management. He is a graduate of both the University of Akron and the Ohio State University. His work as a financial advisor has been cited in numerous news organizations including the Wall Street Journal, the New York Times, the Washington Post, and many more. Ryan serves clients locally and virtually across the country.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Doctor or Medical Professional Gen X (Born 1965-1980)
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