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.
A message from Pete Marshall: As we come to the end of another year, I feel that this year, more than ever, is giving us the opportunity to be grateful for what we have. This year, further growth has come with growing pains, but we’ve found ourselves more thankful for each other and our clients than ever.
In looking back to our end of year recap from 2021, Anthony Pugliese shared thoughts about the potential headwinds we could be facing with the Federal Reserve raising interest rates along with continued high inflation. These two figures have remained the dominant topic in the markets for the better part of this year. Here are some reflections on 2022 and thoughts for 2023.