Announcing Bill Marshall’s Retirement – A Letter From Bill

December 31, 2019

After 50 years of business and service, I’m excited to announce the time for my official retirement has come. It’s hard to believe how much time has passed since I entered the industry as a young man.

When I began my career, the financial industry was very different than it is today. In 1977, I became one of the first 100 persons to earn the Certified Financial Planner™ designation. I knew comprehensive financial planning was far more important for successful outcomes than focusing solely on product or investment sales. While this philosophy has only recently become popular industry refrain, it has always been who Marshall Financial is and what Marshall Financial believes. That will never change. It is why many years ago we changed our business model to ensure that, as fiduciaries, our advice would always remain conflict free.  

After the passing of my long-time business partner and dear friend, Jeanne Robinson, I addressed my own succession. In 2017, I officially transferred 100% of my ownership in Marshall Financial Group to my fellow employees. As you know, many of these individuals are long-tenured and all have helped build Marshall Financial into what it is today. I can retire confidently knowing I’ve left the organization in the hands of eighteen skilled, caring and passionate individuals.

I will be eternally grateful for the trust you placed in me and Marshall Financial Group during the years.  It is that trust that has provided me the great and fortunate opportunity to meet and work alongside so many tremendous people.  It was an honor to celebrate your happiest moments, share in your sadness during more difficult times, and cherish the laughter we shared in between. I look forward to using my retirement to share more of those moments with my family, friends and charitable organizations which I hold dear.

As I retire, I’m fortunate to be able to stand back and marvel at the fulfillment my career has brought me. For that, I cannot thank you enough!

Be well,

William L. Marshall

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.