The Marshall Financial Group, Inc.

The Marshall Financial Group, Inc. (CRD# 110935) is a financial advisory firm headquartered in Doylestown, PA. They manage $637,000,000 in 1,513 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    637
    MILLION
  • Total Number of Accounts
    1,513
    ACCOUNTS
  • Average Account Value
    $421,018
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, MD, NC, NH, NJ, NY, OR, PA, TX, VA

Financial Advisors at The Marshall Financial Group, Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Kenny B. Bauer
CRD#: 2861423
33 West Court Street, Doylestown, PA 18901
96
Wealthminder
score

Kenny Bauer (CRD# 2861423) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 20 years of experience in the finance industry. Kenny Bauer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Daniel D. Cairns
CRD#: 2672424
33 West Court Street, Doylestown, PA 18901
96
Wealthminder
score

Daniel Cairns (CRD# 2672424) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 22 years of experience in the finance industry. Daniel Cairns has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
David A. Emery
CRD#: 4587012
33 West Court Street, Doylestown, PA 18901
96
Wealthminder
score

David Emery (CRD# 4587012) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 14 years of experience in the finance industry. David Emery has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
William G. Love
CRD#: 2785894
33 West Court Street, Doylestown, PA 18901
96
Wealthminder
score

William Love (CRD# 2785894) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 19 years of experience in the finance industry. William Love has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Paula C. Nangle
CRD#: 5269724
33 West Court Street, Doylestown, PA 18901
96
Wealthminder
score

Paula Nangle (CRD# 5269724) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 10 years of experience in the finance industry. Paula Nangle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Adam J. Reinert
CRD#: 5351183
33 West Court Street, Doylestown, PA 18901
96
Wealthminder
score

Adam Reinert (CRD# 5351183) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 9 years of experience in the finance industry. Adam Reinert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Jeanne A. Robinson
CRD#: 1576679
33 West Court Street, Doylestown, PA 18901
96
Wealthminder
score

Jeanne Robinson (CRD# 1576679) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 30 years of experience in the finance industry. Jeanne Robinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Donald R. Scholz
CRD#: 1400922
33 West Court Street, Doylestown, PA 18901
96
Wealthminder
score

Donald Scholz (CRD# 1400922) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 32 years of experience in the finance industry. Donald Scholz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
George E. Evans
CRD#: 3012537
33 West Court Street, Doylestown, PA 18901
93
Wealthminder
score

George Evans (CRD# 3012537) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 19 years of experience in the finance industry.

10
James F. McGowan
CRD#: 4529208
33 West Court Street, Doylestown, PA 18901
71
Wealthminder
score

James McGowan (CRD# 4529208) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 15 years of experience in the finance industry. James McGowan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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