COVID-19 – Helping Us All to Stay Safe

We continue to monitor developments regarding coronavirus, not only as they relate to investor portfolios, but also for the impact it may have on the health and wellbeing of our clients, employees and local community. I want to share with you the necessary steps we are taking at Marshall Financial to lessen potential disruptions to our clients.

As part of our regular, ongoing business continuity planning, we have policies and procedures designed to minimize service disruptions for any number of scenarios, including those which we are seeing today. These include remote work capabilities, outfitting all staff with encrypted laptops, channels for uninterrupted communication, protecting data via a virtual private network (VPN), as well as other continuity plans for the critical operations of our firm.

As financial planners, we believe that advanced planning typically results in more favorable outcomes than reactive measures. To help protect the health and wellbeing of our employees and clients, Marshall Financial will begin implementing some of our preplanning measures.

What does this mean for our clients?

  • We will contact all clients that have in-office meetings currently scheduled between now and April 3rd to arrange alternatives, such as phone or video calls
  • Recommend employees work remotely, with a limited number of staff continuing to work in our Doylestown office
  • Limit all nonessential business travel
  • Instruct anyone who feels ill or those potentially exposed to stay home

Behind the scenes, we are looking to ensure those individuals who depend on their portfolio for income continue to have adequate sources of cash available. In addition, we will continue to look at rebalancing portfolios, where necessary, to maintain suitable portfolio diversification and harvest tax losses. 

While it’s difficult for anyone to predict the impact of coronavirus, our advanced planning does ensure Marshall Financial’s focus and commitment will remain on serving you. Times like these are why we’ve worked hard to plan together and strongly believe we have the people, technology and resources to navigate the current uncertainty. We thank you for your trust and confidence.

Be well. Stay Healthy. Be kind.


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.  References to market indices are included for informational purposes only as it is not possible to directly invest in an index. The historical performance results of an index do not reflect the deduction of transaction, custodial, and management fees, which would decrease performance results. It should not be assumed that your account performance or the volatility of any securities held in your account will correspond directly to any comparative benchmark index.

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. Additionally, this newsletter contains information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to the accuracy of any information prepared by any unaffiliated third party incorporated herein, and take no responsibility, therefore.

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 (  Please read the disclosure statement carefully.