The Marshall Financial Group LLC

EST. AUM
$593,043,749

CONTACTS

CLIENT ACCOUNTS
2,449

Firm Details

Metro area Baltimore
CRD Number 146362
Website marshallfinancialgroup.com
Client types

Overview

Marshall Financial Group LLC is an SEC-registered investment advisor headquartered in Hunt Valley, Maryland, providing fiduciary wealth management services to individuals and families across the country. The firm offers financial planning, investment strategy, retirement planning, and life transition advisory services. In addition to direct client services, the firm provides advisor partnership and succession planning opportunities for financial advisors.

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 LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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