Wealth management firm Marshall Financial Group recently updated its brand to better educate its clients and the community about Marshall’s four decades of providing complete wealth management to entrepreneurs, businesses, and families through multiple generations. Marshall’s wealth advisors help clients achieve financial wellbeing, so they can live their happiest, healthiest, and most productive life.
“We’ve evolved a lot since our founder Bill Marshall became one of the first 100 people to achieve the CERTIFIED FINANCIAL PLANNERTM designation in 1977,” says Paula Nangle, CFP®, Marshall’s President & CEO. Bill was at the forefront of the emerging financial planning industry, and Marshall Financial (then Wm. L. Marshall Investment Advisors) began as an investment advisory firm. As its clients moved through life, the firm expanded its services to meet their needs beyond investment advice.
The first generation of clients had children, advanced in their careers, saved for college tuition, supported aging parents, and moved towards retirement. To support them (as well as their children and grandchildren who since have become clients), Marshall has developed into a total wealth management firm helping people at every stage of their lives. The firm’s financial professionals develop close relationships with each client, providing financial planning, advice, and management at each point in their life.
“As we look forward to celebrating 40 years since Marshall’s founding, it seemed like a natural time to update our brand to reflect who we are now,” says Nangle. “We’ve supported generations of clients in making the financial decisions that affect their current and future lives, and we wanted to show that.”
The new brand includes a refreshed website with a 24/7 client portal, as well as a new logo and messaging. The hummingbird represents Marshall because it is tenacious in pursuit of its dreams. It reminds everyone to seek what is good in life, and to adapt to change when necessary. This hummingbird was designed to show Marshall’s passion for great client relationships, as well as the upward trajectory and freedom of sound financial investments.
The color palette of warm blues, greens, and coral conjures a warm and welcoming home, while giving a nod to Marshall’s longtime hues. The Mercer tile motif of Marshall’s old logo is incorporated throughout the site, linking the firm’s history of wealth planning in Doylestown since 1981 to its new fresh and modern style.
Marshall’s updated messaging shows the firm’s comprehensive commitment to helping clients to plan for and navigate life’s financial impacts.
Marshall financial advisors believe that true wealth is measured beyond just dollars: building wealth allows people to have the careers, lifestyles, and legacies they want. Marshall’s tailored expertise helps successful professionals set the foundation for independence, grow wealth, and realize their ideal retirements, while enjoying life along the way.
What hasn’t changed over the years is Marshall’s warm and welcoming approach. It starts with a friendly environment, where it’s okay to be a financial novice. Clients bring stacks of paper, vision board pictures, loads of questions, and their desires for the future. Marshall advisors listen to each person’s hopes and fears without judgment, and explain options for reaching their current and future lifestyle goals.
Marshall advisors always have the client’s best interest at heart. The firm’s services are fee-only, with no commissions. Marshall professionals listen intently, then work closely with each client to create, review, and monitor their plan that allows them to live a joyful life.
“We’ve always been committed to creating comfort and confidence for people making financial decisions,” says Nangle. “What’s satisfying for us is traveling along the road with our clients and helping them build the lives they want for today and tomorrow.”
Marshall Financial Group is in the business of helping clients achieve financial well-being, so they can live their happiest, healthiest, and most productive lives. Marshall provides a welcoming, non-judgmental environment and offers everything clients need under one local roof, a convenient, one-stop financial planning and wealth management shop.