Executive, Planning, and Support teams

Marshall Financial Group was founded in 1981 by William (Bill) Marshall, one of the first 100 Certified Financial Planners™ in the country. Today, all Marshall Advisors are Certified Financial Planners™, each with a distinct area of expertise. Clients are served by a team of advisors and support staff hand-picked to meet their specific goals and challenges. The expertise of the entire staff is available to every Marshall client on an as-needed basis.

  • Fee-only; no 3rd party commissions
  • Complete client access and transparency
  • Each client's team includes at a minimum
    - 2 CFP® planners
    - 1 Registered Paraplanner

Find out more about financial planning with Marshall