Insights

How Marshall Financial Group Spent the Summer

If you are like our team at Marshall Financial Group, you were looking forward to the summer of 2021. We had a wonderful time connecting and reconnecting with friends, family, and co-workers, while learning new things and taking time... Read More

Important Financial Considerations in Divorce

Every month, our Partner, Director of Financial Planning, and Senior Financial Advisor Sheryl Parks leads the Second Saturday Divorce Workshop. As a Certified Divorce Financial Analyst®, she offers an overview of divorce and the... Read More

How a Leadership Group Made Me a Better Business Owner

As a business owner, I know that for my firm to develop, I have to develop as a leader. Usually, this means taking courses or attending seminars. Like a lot of people learning new things during the pandemic, I took a chance this year... Read More

5 Things to Know About Dollar Cost Averaging

All of our investment strategies at Marshall Financial Group revolve around creating a plan for clients that is aligned with their financial goals and risk tolerance. One way to reduce risk, create a long-term plan for investing, and... Read More

Mid-Year Market Review

Although we might be in the lazy days of summer, this is not a normal year. People are traveling, booking vacations, getting married, and doing all the things they have put on hold for the last 18 months. Similarly, the economy isn't ... Read More

Sheryl Parks Named Partner in Marshall Financial Group

We are thrilled to announce that our Director of Financial Planning and Senior Financial Advisor, Sheryl Parks MSF, CFP®, CDFA® is now a partner in the Marshall Financial Group. Sheryl joined the Marshall Financial Group in... Read More

How Smart Growth Helps Our Practice and Our Clients

Last December, our President Pete Marshall shared ways that our business had changed in 2020. Even since that time, we’ve grown. While our mission and values have remained constant throughout the years, our firm is structured... Read More

Helping Businesses Plan For the Future

I started Marshall Financial Group primarily as a Financial Advisor, someone who clients could trust with their investments. Over the last 15 years, I’ve grown into the role of President of a full team of advisors and support... Read More