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The Marshall Financial Group

Wealth Management

Financial Services

The Marshall Financial Group is a 100% employee-owned wealth management company headquartered in Doylestown, Pennsylvania. Founded in 1981, The Marshall Financial Group boasts over four decades of experience in the financial industry. They operate with a holistic “life planning” approach that is aimed at providing peace of mind to entrepreneurs, businesses, and multi-generational families alike. The wealth management team equips clients with the necessary support and resources to pursue their financial objectives. By understanding a family's aspirations and dreams, the company formulates comprehensive strategies that not only mitigate risk but also create opportunities and establish enduring pathways to success.   In 2017 The Marshall Financial Group became an employee-owned company when they implemented an Employee Stock Ownership Plan (ESOP). This transformation allows employees to directly share in the company's achievements in a tangible manner. The Marshall team operates as a team, each with an ownership stake in the company's success, and this fosters a culture of caring and support among team members. This transition reflects Marshall's proactive investment in its employees, enabling them to lead fulfilling, healthy, and productive lives.

The Marshall Financial Group is an employee-owned company headquartered in Doylestown, Pennsylvania.

The Marshall Financial Group is an employee-owned company.

While they are not certified, based on Department of Labor 5500 fillings and other third-party data sources, we believe their ESOP meets our standards of significant and broad-based employee ownership.

While they are not certified, based third-party data sources, we believe their Worker Cooperative meets our standards of significant and broad-based employee ownership.

While they are not certified, based third-party data sources, we believe their Employee Ownership Trust meets our standards of significant and broad-based employee ownership.

While they are not certified, we believe they meet our standards of significant and broad-based employee ownership.

Location:

Doylestown, PA

Employee Ownership Type:

ESOP

Employee-Owned Since:

2017

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