At Marshall, we plan for more than just your retirement. We partner with busy professionals, thriving entrepreneurs, and multigenerational families to holistically manage their wealth and support their overall wellbeing for the life they want today, as well as in the future.

Ready to meet with a CFP® professional?

Setting The Foundation

As you journey toward financial freedom, we help you mitigate risk and make informed decisions to help you enjoy your wealth today and strive toward having peace of mind about your future.

Growing Your Wealth

Juggle your busy lifestyle as our team of experienced professionals manages your growing wealth and focuses on helping you achieve your ideal today and tomorrow.

Financial Independence

As you focus on realizing your ideal retirement, we can help you maintain your financial wellbeing and offer support for new horizons.

401(k) Plan Solutions

A retirement plan solution that offers personalized services to support the wellbeing of you, your business, and your employees.

Wealth Management in Doylestown, PA

We believe that having a sound financial position opens the door to a happier, healthier life. That’s why we see our job as total wealth management. We take time to get to know what wealth means to you – more time to spend with the kids, going on adventures, turning your hobby into a business, or maybe living a more purposeful life. Then we help you get there all while you enjoy the peace of mind that your money is working for you.

More Than 40 Years in Business

Marshall is a Fee-Only Wealth Management company founded by Bill Marshall, one of the first one hundred people to become a CERTIFIED FINANCIAL PLANNER™. Bill, and his business partner Jeanne Robinson, CFP®* were visionaries in laying the groundwork for holistic wealth management. We pride ourselves in our dedication to our clients and our community.

*Bill Marshall and Jeanne Robinson are no longer with Marshall Financial.

Employee Owned
0 %
Years average client relationship
0 +
More than 30% of clients* have been with us for 20+ years
0 %

*comprehensive wealth clients

Connect With Us:

Stay in Touch

Sign up for our email list and receive our latest resources and insights from our team of CERTIFIED FINANCIAL PLANNER™ professionals.

We’ve built Marshall to be a home for realizing your financial future. No matter what life brings, our advisors will be with you to provide the advice you need to stay on track to see your aspirations become reality.