Team Member Spotlight: Don Scholz

This quarter, we’re spotlighting CIO Emeritus Don Scholz who will be celebrating 25 years with Marshall Financial Group this year. Outside the Office Don’s biggest hobby is wine-making, which he started with his father-in-law. Together, they would visit The Italian market in Philadelphia...

Charitable Giving Isn’t Just for December

‘Twas the season of giving this past month – but if you missed the mark in 2019, it's never too early to start a gifting strategy in the New Year. Before you make a donation to your favorite charity or give money to...

Kickstart the New Year with the Bucks 5K Series

What better way to start the New Year than to join thousands of other runners in the Bucks 5K Series? This series of seven runs local to Bucks County could really help you kickstart your New Year’s resolution of staying healthy in 2020...

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...

Jim McGowan Elected FPA Philadelphia President for 2020

Congratulations to Jim McGowan on being elected as the 2020 President of the Financial Planning Association Philadelphia Tri-State Area chapter. As President, Jim will oversee one of the largest and most active FPA chapters in the country. The FPA believes that everyone needs...

The SECURE Act of 2019

The SECURE Act, which stands for “Setting Every Community Up for Retirement Enhancement”, was signed into law at the end of 2019. The Act outlines changes that will affect people either approaching or already in retirement. The intention is to enhance retirement for...

Nicholas Pileggi, CFP® Joins Marshall Financial Group

Marshall Financial Group has welcomed Nicholas Pileggi, CFP® to its team.   Nick graduated with a BA in Finance and Legal Studies from Drexel University’s LeBow College of Business in 2014. Before joining Marshall Financial Group, he worked as a Senior Investment Advisory...

Team Member Spotlight: Dee Erenius

Dee has been with Marshall Financial Group since 2001 and recently added some pretty impressive feats to her professional and personal resumes! We hope you enjoy learning more about Dee – keep an eye out for future staff spotlights coming soon. In the...

Upcoming Event – Planning for Your Child’s College

If you’re asking questions like how does my student get the most value out of college, how do I afford college for my children without affecting my own lifestyle or retirement, or how do I engage my student in the process, chances are...