Insights
| Heather Lemmon

Beyond the Algorithm: The Value of a Financial Advisor

AI and technology are changing everything about how we manage money—but does that mean financial advisors are a thing of the past? Not quite. While algorithms crunch numbers, only advisors connect the dots to your goals, values, and long-term vision. Read our latest blog by our COO, Heather Lemmon, to see why we believe smart technology + human guidance can be the winning formula for your financial future.... Read More

| David Gasper

Debt vs. Investing

Dive into the psychology of Debt vs. Investing with one of our Advisors, David Gasper, CIMA, CFP Read More

| Andrew Hasz

FOMO and Investing: How to Avoid the “Fear of Missing Out” Trap

We’ve all felt it—FOMO kicks in when others boast big gains, and suddenly you wonder if you’re missing out. At Marshall Financial Group, we help investors tune out the hype and stay focused on smart, long-term strategies - read on as Senior Financial Advisor & Director of Advisor Technology, Andrew Hasz digs in. ... Read More

| Anthony Pugliese

How to Choose the Right Financial Advisor

Finding the right financial advisor is key to building a secure future. Look for someone with the right credentials, a clear fee structure, and a commitment to understanding your goals. The right partnership can turn financial planning into a powerful, confident journey. Partner, Anthony Pugliese, dives in to give you key strategies. ... Read More

| Russ Armstrong

Raising Financially Independent Children

Senior Financial Advisor & dad of three, Russ Armstrong, CFP, believes the most valuable money lessons start at home. From teaching his kids how to budget their allowance to including them in family financial decisions, we’re raising not just children—but future independent adults. Want to know how? Read the full blog here!... Read More