The Marshall Financial Group, Inc.

EST. AUM
$866,412,770

CONTACTS
4

CLIENT ACCOUNTS
1,579

Firm Details

Metro area Philadelphia
CRD Number 110935
Website marshallfinancial.com
Client types

Overview

Marshall Financial Group is a fee-based independent wealth management firm and Registered Investment Advisor (RIA) based in Doylestown, just outside of Philadelphia. Marshall offers holistic wealth management services across retirement, financial and investment management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

The Marshall Financial Group, Inc.

Platform Details

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Address

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