Your Home for Financial Planning and Wealth Management

Marshall Financial Group is in the business of helping you achieve financial wellbeing, so you can live your happiest, healthiest and most productive life.

About Us

We’ve built Marshall to be a home for realizing your financial future. We provide a welcoming, open-minded environment where you can feel comfortable asking questions, exploring options and planning for what is most important to you. We meet you where you are, regardless of your level of financial knowledge. We listen, learn about your family’s hopes and dreams, and we create plans to mitigate risk, create opportunities and build long-term paths to achievement.

Through decades of working with entrepreneurs, businesses and families through multiple generations, we’ve developed a holistic “life planning” approach that brings peace of mind to you and your family. We have everything you need under one local roof, a convenient one-stop wealth management shop. Our reports and 24/7 client portal keep you informed and connected, and we’re never more than a phone call or email away.

No matter what life brings, your Marshall team will be with you—to provide steady, dependable advice you can count on, today and well into the future.

Why a Hummingbird

We choose to use the hummingbird to represent Marshall because it is a tribute to our promise to help our clients live their happiest, healthiest, most productive lives. The hummingbird is tenacious in pursuit of its dreams, it reminds us to seek what is good in life, and it adapts to change when necessary. This hummingbird was designed to show our passion for great client relationships as well as the upward trajectory and freedom of sound financial advice.

History

1977

Bill Marshall becomes one of the first people to earn CERTIFIED FINANCIAL PLANNER™
1977

May 1981

May 1981 Wm. L. Marshall Investment Advisors is formed
May 1981

1982

Registration as an investment advisor with the SEC was granted
1982

1986

The late Jeanne Robinson, CFP®, a pioneer in the profession of financial planning joins Marshall and later becomes the President & CEO
1986

1991

Wm L. Marshall Investment Advisors is renamed to Marshall Financial Group, Inc.
1991

June 2012

Marshall transitioned to a Fee-Only Financial Planning and Wealth Management firm
June 2012

October 2017

Marshall becomes a 100% ESOP (Employee Stock Ownership Plan)

October 2017

Our Partners