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About Marshall Financial Group

Marshall Financial Group is a family founded and family ran wealth management firm. With over 28 years of serving the local community our goal is to be a reliable guide that you can trust for a “focused on service, not sales” investment approach. Contact our office today to learn how our financial planning can serve your financial needs.

At Marshall Financial Group, we offer our clients access to some of the world's most powerful financial resources. Because we are independent we have no company agenda to promote. Your goals are always our top priority.

Our Services


Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing.

Wealth Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from.

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for.

Life Insurance

A popular misconception about life insurance planning, is that it’s something to do with ensuring others enjoy the fruits of your insurance once you’ve passed. While that is just one aspect of planning for the inevitable, if executed properly, life insurance planning can offer multiple benefits.


Not everyone of us is equally prepared for retirement. While some of us are fortunate to have built a nest egg that will last us through our Golden Years, others will depend on government programs for retirement income.


While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking...

We manage assets for individuals and families, providing investment management, and financial planning services.

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There is no getting around it - health insurance is complex and complicated. You have to have it and there is no one-size-fits-all solution. And, when your child is living with a special need it makes the whole process even more complicated. Finding in-network specialists, scheduling exams, and keeping track of copayments and deductibles can be exhausting.
Few consumer products are the object of a love/hate relationship as life insurance. The thought of buying life insurance is not something that most physicians relish, yet, if it is done right, it can provide the greatest peace-of-mind a person can have. The key is to do it right.



Are you open on Saturdays?

Normal business hours are 9 to 5 M-F, but appointments can be made outside of those hours.


Are there minimums to open an account?

Depends. There are no minimums needed to discuss your situation and no charge for an initial consultation. Investments chosen may have minimums.


Do you deal with cryptocurrencies?