The Fine Print

Marshall Financial Group, Inc.  (“Marshall Financial Group”) is an SEC registered investment adviser with its principal place of business in Doylestown, Pennsylvania. Marshall Financial Group and its representatives are in compliance with the current registration and notice filing requirements imposed on SEC registered investment advisers by those states in which Marshall Financial Group maintains clients.  Marshall Financial Group may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.   

Marshall Financial Group’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law.  Accordingly, the publication of Marshall Financial Group’s website should not be construed by any consumer and/or prospective client as Marshall Financial Group’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Furthermore, information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized investment advice from Marshall Financial Group.  Any subsequent, direct communications by Marshall Financial Group shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  

Past performance is no guarantee of future results and may have been impacted by market events and economic conditions that will not prevail in the future. This website 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 herein will come to pass.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

For information pertaining to the registration status of Marshall Financial Group, please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.sec.gov. A copy of Marshall Financial Group’s current written disclosure statement discussing Marshall Financial Group’s business operations, services, and fees is available from Marshall Financial Group upon written request.  Marshall Financial Group does not make any representations as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to on Marshall Financial Group’s website or incorporated herein, and takes no responsibility therefore.  All such information is provided for convenience purposes only and all users thereof should be guided accordingly.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.

Trustee of Mutual Fund Complex

William L. Marshall, CFP®, the Director and Chief Executive Officer of The Marshall Financial Group, serves as a trustee of the SSgA Funds®, a position he has held since 1988. The SSgA Funds® is the mutual fund complex of State Street Global Advisors, the investment management arm of State Street Corporation. State Street Corporation is a publicly traded financial services company headquartered in Boston, Massachusetts (NYSE: STT).

The Marshall Financial Group may, on a limited basis, recommend an investment in certain products under common control with the SSgA Funds®. A conflict exists to the extent the interests of the SSgA Funds® fall at odds with the interests of the firm’s clients. Additionally, Mr. Marshall may be privy to certain material non-public information that he is legally prohibited from utilizing or disseminating, which could also prove disadvantageous to the firm’s clients. The Marshall Financial Group has procedures in place whereby it seeks to ensure that all such conflicts are handled in the best interests of its advisory clients.

Thinking about retirement planning and a financially independent future?

Let’s talk—about you. What you value, what is most important to you, where you are, and how you envision arriving at a time when you can securely enjoy the fruit of your lifetime of labor.
Since 1981, Marshall Financial has been helping clients achieve their goals and live their dreams. It’s our greatest joy to hear clients who have been with us for decades say, “We couldn’t have done this without your help.”