Marshall Financial Group, LLC

Marshall Financial Group is an independent wealth management firm and Registered Investment Advisor (RIA) dedicated to growing and protecting our clients’ financial assets throughout every phase of life. Our Services Partnering with you through every step of a lifelong process. We work with the following types of clients: Individuals and families Business owners and entrepreneurs Family offices Corporate trustees Non-profit organizations We offer the following types of services: Investment Planning Asset Allocation Risk Assessment Stock, Bond, ETF, Mutual Fund Selection Distribution Needs Retirement Planning Contribution Assessments Cash Flow Projections Scenario Analysis Insurance Planning Life Insurance Disability Insurance Long Term Care Estate Planning Inheritance & Trusts Wealth Transfer Analysis College Planning Tuition Savings Plans Retirement Plan Impact What-if Analysis We manage the following types of accounts: Individual and joint Retirement Custodial Trust Corporate Endowment Estate

Address: 225 Schilling Circle, Suite 255 Hunt Valley, MD 21031 United States

Phone: +1 410 563 1190
FAX: +1 410 563 1077