We are excited to announce the launch of Marshall Cares, a program to support our local community members in this time of need. Our experienced CERTIFIED FINANCIAL PLANNERTM professionals will be donating their time to give financial advice to people who have been affected by the COVID-19 pandemic.

As a full-service financial planning and wealth management shop, Marshall Financial Group can help answer a variety of your pressing financial questions. Individuals can get advice on things like planning for the future while dealing with unemployment or managing debt from student loans, mortgages or other loans while interest rates are at historic lows. For small businesses, Marshall Cares can also advise on your Paycheck Protection Program loan, cash flow, employee benefits, 401Ks and more.

The Marshall Cares program is open to residents of Bucks County and surrounding areas. It includes a one-hour virtual session with one of Marshall Financial Group’s Wealth Managers.

Sessions will be awarded on a first-come-first-served basis to those impacted by COVID-19. To apply, please complete the following questionnaire and our office coordinator will be in touch with you.

  • About You

  • What would you like to discuss?
  • COVID-19 Impact Acknowledgement

  • By checking this box you agree that you have been impacted by COVID-19.
  • Acknowledgement

  • During our first meeting together, you can expect to receive general direction. Specific recommendations are typically not provided during this initial consultation.
    If, after our initial consultation, we agree to move forward with a financial planning engagement, we will provide a separate written agreement, which will set forth, among other things, our responsibilities and the fees we will charge.
    I hereby agree to the initial consultation outlined in this disclosure and confirm receipt of Marshall Financial Group's Disclosure Brochure (below) provided with the online questionnaire.

Click to download our Disclosure brochure