Marshall Financial Becomes Member of Certified Employee-Owned (Certified EO)

Marshall Financial is very pleased to announce that it has become a member of Certified Employee-Owned (Certified EO), a leading certification program for employee-owned companies.

To become a member of Certified EO, companies must pass a rigorous certification process and prove significant and broad-based employee ownership (at least 30 percent owned by an ESOP).

In 2017 Marshall Financial became 100% employee-owned, which has created a positive culture of ownership amongst team members. Paula Nangle, Marshall Financial President and Senior Wealth Advisor, notes, “Our team operates like a team of owners, who all bring valuable ideas to the table and are truly passionate about their work. Which in turn drives everyone’s collective success.”

An employee ownership plan can empower employees to think and act like owners, which can result in an engaged work environment, happy customers, and sustainable financial success that in turn benefits the community.

To learn more about Certified EO, visit


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.

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We’ve built Marshall to be a home for realizing your financial future. No matter what life brings, our advisors will be with you to provide the advice you need to stay on track to see your aspirations become reality.