Adam Reinert Earns the Prestigious Chartered Financial Analyst Designation

Marshall Financial Group is pleased to announce that Adam Reinert, CFA, CFP®, Co-Chief Investment Officer, has successfully completed the CFA Program and has earned the Chartered Financial Analyst® designation.

The CFA® charter is commonly referred to as the “gold standard” among financial professionals and is recognized as a significant benchmark within the industry.

“We congratulate Adam on his momentous achievement,” commented Paula Nangle, CFP®, President and COO of Marshall Financial Group. “His dedication and perseverance in earning this highly prestigious designation reflects our continued commitment to going above and beyond in providing quality financial planning services to our clients.”

Due to the rigor of the program, fewer than 1 in 5 candidates becomes a CFA charterholder. It takes an average of over 1,000 hours of rigorous study in preparation for three six-hour examinations, along with four years of professional experience, and ethical requirements to earn the distinction of being called a Chartered Financial Analyst®. As such, the CFA Charter is one of the most respected and well-recognized credentials for financial professionals and it represents a tradition of upholding the highest standards of education and integrity.

Disclosure: Marshall Financial Group, Inc (“Marshall Financial”) is an SEC-registered investment adviser with its principal place of business in Doylestown, Pennsylvania.   This newsletter is limited to the dissemination of general information pertaining to Marshall Financial Group’s investment advisory services.  Investing involves risk, including risk of loss.

This newsletter contains certain forward‐looking statements (which may be signaled by words such as “believe,” “expect” or “anticipate”) which indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward‐looking statements. As such, there is no guarantee that the views and opinions expressed in this letter will come to pass.

For additional information about Marshall Financial, please request our disclosure brochure as set forth on Form ADV using the contact information set forth herein, or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).  Please read the disclosure statement carefully.