Marshall Financial Group is an independent wealth management firm and Registered Investment Advisor (RIA) dedicated to growing and protecting our clients’ financial assets throughout every phase of life. Marshall Financial Group was founded on the guiding principle of developing personal relationships with our clients and a team culture based on honesty, kindness, and integrity. Working together, we strive to help identify and pursue your personal and financial goals as well as help to create and maintain a meaningful, fulfilling life balance for both our clients and our team. Through planning, sound investment strategy, and personal relationships, we help clients work towards their financial goals with confidence. Come rain or shine – together, we’ll encourage your investments to grow for years to come. Marshall Financial Group is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Marshall Financial Group and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Marshall Financial Group unless a client service agreement is in place. Comments by viewers or third party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. Marshall Financial Group has reasonable belief that any content posted by a Third Party does not contain untrue statements of material fact, or misleading information regarding its advisory services. Content posted by third parties is not attributable to Marshall Financial Group as the information within these posts was not provided by Marshall Financial Group. Public comments posted on this site are not selected, amended, deleted or sorted in any way.
View Top Employees from Marshall Financial GroupWebsite | http://www.marshallfinancialgroup.com |
Revenue | $1 million |
Employees | 16 (16 on RocketReach) |
Founded | 2005 |
Address | 225 International Cir Ste 102, Hunt Valley, Maryland 21030, US |
Phone | (410) 563-1190 |
Fax | (410) 563-1077 |
Technologies |
JavaScript,
HTML,
Twitter
+24 more
(view full list)
|
Industry | Financial Services, Finance General, Wealth Management, Finance, Financial Planning, Insurance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
Looking for a particular Marshall Financial Group employee's phone or email?
The Marshall Financial Group annual revenue was $1 million in 2024.
Paul Ekholm is the Senior Vice President - Credit of Marshall Financial Group.
16 people are employed at Marshall Financial Group.
Marshall Financial Group is based in Hunt Valley, Maryland.
The NAICS codes for Marshall Financial Group are [52393, 52, 5239, 523].
The SIC codes for Marshall Financial Group are [62, 628].