Bill Marshall, Chairman, CEO and Founder

Chairman, CEO and Founder



  • BS, Industrial Technology, MacMurray College, Jacksonville, IL

In Financial Services since: 1968

With Marshall since: 1981

Past and present affiliations:

  • Board Member – International Association for Financial Planning (Philadelphia Area Chapter)
  • Board Member – Central Bucks Chamber of Commerce
  • Board Member – Ann Silverman Community Health Clinic
  • Board Member – Doylestown Health Foundation
  • Board Member – Bucks County SPCA
  • Member – Financial Planning Association
  • Independent Trustee – State Street Global Advisors Mutual Fund (SSGA)

Get to know:

“There is nothing as rewarding,” says founder Bill Marshall, “as having someone say to me, ‘We are able to retire in comfort, and we would not have been able to do it without you.’”

It’s an experience he has enjoyed over and over, as clients he started serving in the 1980s have stepped down from their corporate roles to enjoy travel and time with family, without financial cares or burdens.

Bill began providing wealth management services in 1968. He was among those who advocated for the development of a Certified Financial Planner™ (CFP®) certification, and was one of the first 100 in the country to achieve it. Marshall Financial Group, founded in 1981, is one of the pioneer financial planning companies in the United States.

In 2011, Bill was honored with the Four-Way Test Award for Business by the Rotary Club of Doylestown in recognition for his devotion to helping build the local community in dozens of ways, large and small.