About Us
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.
What We Do
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.
Grow.
Nurture.
Cultivate.
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.
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.
2023 First Quarter Market Message
The first quarter of 2023 included three unique months, in January the S&P 500 had a stellar start gaining 6.2% while the NASAQ Composite added 10.7%. In February the markets weakened, and the S&P 500 retreated 2.61% while the NASDAQ was off only .4%. During March the markets navigated the fallout around several regional bank failures.
How and Why We Value Good Communication
Our ultimate goal as financial advisors is to help our clients to identify and pursue their personal and financial goals in order to live a meaningful, balanced life. At MFG, we take pride in being available to you. Here is a quick explanation of not only why communication is so important to us, but the many ways in which you can communicate with your advisory team.
