New Clients

Marshall Financial Group welcomes new investors from a range of sources including referrals from our clients as well as other professionals, workshops and educational events, and through mergers and partnerships with other financial practices. We are a robust team of financial advisors and administrators who provide sound guidance and support for all of our clients.

As a new client, we are committed to making sure you are confident and secure in the transition to our firm. You can expect that we will engage you in a review of your current financial position and work to develop a clear understanding of your financial and life goals. We incorporate these into a personalized plan and investment strategy designed to enhance the successful attainment of all that is important to both you and your family. Our team of advisors and administrators work together to create a seamless path for you to become part of the Marshall Financial Group family.

Investors that join us through a merger or partnership with their current advisor experience our professional dedication to personalized planning and investment strategies. During the initial introduction, we meet with you and your advisor to discuss the transition and the additional value we can provide through our wide array of services and innovative technology. We promote continuity between your current financial goals and our firm’s experienced approach to investing and portfolio management. Our dedicated client service team has developed a transition process that incorporates our detailed approach to financial planning and reporting.

In our work with each client to create a financial plan, we employ technologies and services that enhance the efficient use of your financial resources and the achievement of overall goals. The latest addition to our innovative resources includes the Marshall Financial Group mobile application, launching in early 2021, that will allow clients to access account information in a secure, real-time format. Account transitions, performance reports, regular strategy meetings, and a comprehensive financial plan are all part of our superior client experience. The Marshall Financial Group team is dedicated to providing exceptional customer service and care for each of our valued clients.