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Marshall Financial Succession Pitchbook

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Office: 410.563.1190

Fax: 410.563.1077

225 International Circle

Suite 102

Hunt Valley, MD 21030

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

The Marshall Financial Group, LLC is also known as ‘Marshall Financial Group’ or ‘Marshall Financial’ or ‘MFG’ throughout this website.

The Marshall Financial Group, LLC (“Marshall Financial Group”) is an investment adviser located in Hunt Valley, MD. Marshall Financial Group may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Marshall Financial Group’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Marshall Financial Group’s web site on the Internet should not be construed by any consumer and/or prospective client as solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Marshall Financial Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Marshall Financial Group, please contact the state securities regulators for those states in which Marshall Financial Group maintains a registration filing. A copy of Marshall Financial Group’s current written disclosure statement discussing Marshall Financial Group’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Marshall Financial Group upon written request. Marshall Financial Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Marshall Financial Group’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

To view our full privacy policy, please click here. To view our Form ADV Part 3 - Client Relationship Summary (CRS), please click here. To view our ADV Part 2A Firm Brochure, please click here.