Marshall Financial Group Inc. /adv
Marshall Financial Group, Inc. /ADV is an independent wealth management firm and Registered Investment Adviser based in Doylestown, Pennsylvania. Founded in 1983, the firm provides comprehensive advisory services including wealth management, consulting, retirement planning, and investment management. As of December 31, 2024, the firm managed approximately $866 million in assets. Marshall is wholly owned by its Employee Stock Ownership Trust and serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The team emphasizes personal client relationships and employs around 11–50 employees.
Investment Strategy
Marshall Financial Group offers comprehensive, fee-only wealth management and consulting services. Their strategy includes educational funding, tax planning, cash management, debt consolidation, retirement planning, estate and charitable planning, risk management, stock option strategies, small business planning, and asset protection. The firm provides both traditional wealth management and their Wealth Coach program, helping clients set and achieve personalized financial goals through holistic financial planning and sound investment management, guided by the principles of integrity and fiduciary responsibility.
Top Holdings
Equity Positions (52)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 9.59% | $32.0M | 1,096,905 | $10.15 | $29.21 | +$4.0M |
S SCHX | SCHWAB STRATEGIC TR | 9.17% | $30.6M | 1,252,919 | $17.79 | $24.44 | -$114.8K |
S SCHV | SCHWAB STRATEGIC TR | 8.70% | $29.1M | 1,050,718 | $23.13 | $27.67 | +$1.1M |
S SCHP | SCHWAB STRATEGIC TR | 7.09% | $23.7M | 887,853 | $27.12 | $26.68 | +$230.0K |
V VOO | VANGUARD INDEX FDS | 7.04% | $23.5M | 41,387 | $378.60 | $568.03 | +$521.1K |