THE MARSHALL FINANCIAL GROUP LLC
SEC RegisteredWealth Management to Protect Your Legacy
About the firm
Marshall Financial Group is a wealth management firm headquartered in Hunt Valley, Maryland, with clients across the nation. The firm offers financial planning and investment management services, helping clients simplify complex concepts and meet their financial goals. Its culture is defined by honesty, integrity, and teamwork, with a commitment to high ethical standards and clear communication.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, investment management using proprietary investment models, retirement planning and income strategy, tax planning, estate planning coordination, and ongoing client relationship and support through quarterly performance reviews and annual strategy sessions.
Who they serve
Individuals seeking comprehensive wealth management, as well as financial advisors considering succession or retirement planning transitions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 828 | $283M |
| High Net Worth Individuals | 166 | $389M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 11 | $25M |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 5 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
Data as of April 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE MARSHALL FINANCIAL GROUP LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.