About Us – The Money Advantage

We didn’t start The Money Advantage to offer just another financial product.

The Money Advantage was founded in 2017 by Bruce Wehner, Lucas, and Rachel Marshall, out of deep frustration with the piecemeal, product-centered advice offered by the mainstream financial industry.

Too often, entrepreneurs and professionals were thriving in their businesses but lacked a clear path to build wealth and design a legacy that would last.

Then in 2019, everything changed.

A near-death experience shook Lucas and Rachel’s family to the core.

Even with life insurance and a basic estate plan in place, it became painfully clear: they weren’t protected—not truly.

There was no guidance. No values codified. No clarity around how their children would steward what they’d built if they were suddenly gone.

So they set out to build what they wished had existed — not just a plan for wealth transfer, but a complete system to protect, multiply, and transfer both assets and wisdom to future generations.

That vision is now a reality through the Seven Generations Legacy® Program — a proven process that helps families build multigenerational wealth and pass on a legacy of more than money.

Backed by decades of combined experience — with some team members serving families since 1987 — The Money Advantage team has helped over 1,250 families across the U.S. restructure their finances, secure their future, and build legacies BETTER than they ever imagined.