Marshall Financial Group was founded on the guiding principle of developing personal relationships with our clients and a team culture based on honesty, kindness, and integrity. Working together, we strive to help identify and pursue your personal and financial goals as well as help to create and maintain a meaningful, fulfilling life balance for both our clients and our team.
Through planning, sound investment strategy, and close personal relationships, we help clients work towards their financial goals with confidence. Come rain or shine – together, we’ll encourage your investments to grow for years to come.
Like the strongest of trees, the seeds you plant today will lead to a lush canopy of comfort, shelter, and protection tomorrow. Growing and maintaining our clients’ financial assets is at the root of everything we do.
With our full portfolio of financial planning and investment strategies, we don’t just help you plant the seeds, we nurture the process. Our team offers exceptional, thorough, unbiased advice – working towards your financial goals and cultivating a relationship based on trust, mutual respect, and genuine care.
If you are a financial advisor considering your own succession or retirement plan, we can help. Whether you are looking to retire quickly or create a long-term partnership with a firm, we have a proven track record of helping both you and your clients through this type of financial transition.
For those who watched the stock market in 2020, it was a year that included a very rocky ride but ended with an overall positive return. Last year’s unexpected turns reconfirmed four core lessons about investing.
"2020 has allowed us to put things in perspective, figure out what’s important, implement new technologies that make the client experience better, and continue to grow."
This initiative of the Marshall Financial Group is designed specifically for women undergoing a financial transition in their lives.