Wealth Management to Protect Your Legacy
Partner with advisors that truly care about your values, vision, and aspirations. From investment management to retirement planning, Marshall Financial Group helps simplify complex concepts and helps you meet your financial goals.
What our clients say about working with their financial advisor
This is where the client testimonial would go. Share all the nice things your client have to say to the world!
Guy Hawkins
Job Title
This is where the client testimonial would go. Share all the nice things your client have to say to the world!
Guy Hawkins
Job Title
This is where the client testimonial would go. Share all the nice things your client have to say to the world!
Guy Hawkins
Job Title
Comprehensive Wealth Management Services
With headquarters in Hunt Valley, Maryland, and clients across the nation, Marshall Financial Group helps you partner with a financial advisor who puts your interests first.
Thoughtful Financial Planning
We start every relationship with deep conversations to understand your needs. Then we tailored detailed financial plans to reflect your lifestyle, risk tolerance, and retirement requirements—all while helping you protect your legacy.
Proprietary Investment Strategies
Your goals inform our investment plans and help us calibrate both the risk levels and investment types we recommend. Our portfolio models allow us to constantly reevaluate and adapt to your changing needs while your financial advisor keeps track of investments.
Service You Deserve
We are proud to provide financial planning and investment strategies that align with our clients’ personal values and vision, but we are even prouder of how we serve our clients. You will always receive efficient responses to your enquiries and be treated with care and respect.
Are You Prepared for a Secure Future?
Learn whether you’re on track for the financial future you want—in under 5 minutes.
Insights
Financial Planning for High-Net-Worth Individuals (HNWIs): Key Strategies to Protect Your Wealth and Legacy
MFG Celebrates 20 Years!
Inheriting an IRA
YOUR GOALS. OUR STRATEGIES.
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.