Fiduciary and Fee-only, forever

We always have, and always will, act as your fiduciary

When clients turn to a financial advisor, they should get the best advice for them. That is what Marshall offers. Our plans and advice are entirely focused on your best interests—as you define them. We are, always have been, and always will be, committed to the fiduciary standard.

Why Fee-only?

We want to be transparent in how we get paid. Our only source of compensation is from the fees we receive from our clients for advice. Other financial advisors may be paid through other sources such as a commission for selling a specific product or investment.  All Marshall Financial services are conducted through set fees. Clients find that the value is exceptional, including:

  • Planning
  • Implementation with your other financial services professionals
  • Regular review and management of your plan
  • An expert “sounding board” for major purchases and life changes
  • Dramatic increase in peace of mind
  • Clear and focused progress towards goals
  • Accountability partner
  • Absolute transparency

Employee-owned (ESOP)

Our CERTIFIED FINANCIAL PLANNER™ professionals are also owners at Marshall, which is now an Employee Stock Ownership Plan company. We believe this is another way in which we have worked to align the interests of planners, management, and clients.