Marshall Financial

Overview

Marshall Financial operates as an independent registered investment adviser organized as a Limited Liability Company and run by an individual owner. The firm focuses on serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and educational seminars. Marshall Financial also functions as an insurance broker, which shapes its product mix and client conversations—particularly around annuities and other insurance-based solutions. The firm’s fee approach is flexible: it charges percentage-of-AUM arrangements alongside hourly and fixed-fee engagements, enabling it to tailor compensation to planning projects or ongoing advisory relationships. Marshall Financial does not position itself as a capital allocator and is not active on ESG mandates. It is not registered as a multi-state adviser and does not report pension-consulting or related-adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices