Current Clients

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Client Portal

Access your Marshall Financial Group portal

Charles Schwab

View your investment accounts


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Health Advocate

Find a doctor, resolve a billing issue, manage your health & wellbeing


Connect external accounts for aggregation in your client portal

Financial Resources

Read our latest perspective on financial trends.

Get more from Marshall

As a Marshall client, you have access to our Allied Professional Network. We can recommend service providers such as accountants, lawyers, mortgage brokers, and more. Just let us know what you need.