Safety in Our Office & Reopening Plans

We are all looking forward to when things become more “normal” and we can be back in the office and have in-person meetings. While the transition to working remotely has been smooth, some things are more easily done in the office. We also miss the camaraderie and the tasty birthday treats! 

Most staff members will continue working remotely until October 31st. As a firm, we care deeply about the health and well-being of both our team members and clients. We continue to evaluate a number of options to safely return to the office. To date, we’ve instituted a number of changes for those working ‘on-site’ to promote guidelines issued by state and federal agencies, including wearing masks, so that we may be able to safely reopen. At this time, we will continue to encourage virtual meetings to reduce the risk of transmission.

We greatly appreciate all your support, positivity and patience as we’ve all embraced a number of changes over the past few months. We will keep you updated as our reopening plans evolve. Be well and stay healthy.


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 (  Please read the disclosure statement carefully.