Financial advice and wealth management that’s all about you

Financial planning

When you’re ready to get started, we begin with an in-depth discussion about your ambitions for your future. If you’re not wealthy right now, you’re just like most of our clients—doing well for yourself, but a little unsure how to translate today’s success into a secure, independent financial future.

We’ll help you find the path that leads there, in a way that is easy to understand. We’ll help you implement the right choices to accomplish your goals, from savings to charitable giving to educational plans to taxes to investments. We communicate regularly, so you’re always confident and in control. And if you have a question, your CFP® professional is always ready to answer.

It’s an ongoing conversation. As your needs and concerns change and evolve, the direction of your plan alters accordingly.

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Retirement planning

Today is the day to begin planning for retirement. It’s never too early. The sooner you start, the easier it is to accumulate the wealth you need to enjoy an independent, worry-free life for decades after retiring.

Your Marshall CERTIFIED FINANCIAL PLANNER™ professional will help you assess how much you need to put away each week or month, starting today. We’ll sort out the best ways for you to gain income and minimize your tax burden, based on your unique situation. As your career and family change, we’ll adjust your plan accordingly.

As you reach retirement, your Marshall financial advisors will encourage you to make the most of the wealth you’ve built. After a lifetime of taking care of your money, you can finally let it take care of you. Discover more about smart retirement planning >

Fee-only services. Never a commission.

Marshall Financial Group committed to a “fiduciary” standard decades ago. A fiduciary takes responsibility for your financial well-being first and foremost. To ensure that our advice is always based on what’s best for you, and not biased by the interests of any 3rd party, we work on a fee basis only.

While fashions (and even laws) about this change, we never will.

For planning services, we quote a fee for services, based on the complexity of your situation and the time we expect to spend on your behalf. Financial planning is an ongoing process – life is dynamic which is why we regularly review your situation and your plan. By offering a separate planning fee, we can serve clients who don’t meet the typical industry minimum investable assets of $500,000 – $1 million required by many firms.

Investment portfolio management is offered as a percentage of your portfolio. Find out more about the fiduciary standard and fee-only financial advice >

Investment Management

Many Marshall Financial clients prefer to have us manage their investments as well as providing financial planning advice. We structure client portfolios according to the Nobel-winning Modern Portfolio Theory. A few of the pillars of this approach include:

  • Risk is only acceptable to the degree that it provides potential for adequate compensation.
  • Data shows that it is virtually impossible to time important short-term market changes. So we encourage patient, long-term investment
  • The portfolio as a whole is more important than any individual security
  • Diversification reduces risk
  • Global investment helps reduce risk since economies around the world are often less tightly correlated.

Find out more about investment services >