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. 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 www.certifiedeo.com.

Disclosure:

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 (www.adviserinfo.sec.gov).  Please read the disclosure statement carefully.