Marshall Financial Group

Financial ServicesMaryland, United States11-50 Employees

Marshall Financial Group is an independent wealth management firm and registered investment adviser in the financial services sector, based in Hunt Valley, Maryland. It focuses on growing and protecting clients' financial assets across life's stages, combining planning, investment strategy, and personal relationships. The firm emphasizes a culture based on honesty, kindness, and integrity and aims to help clients pursue financial goals while sustaining a meaningful balance between their finances and other aspects of life for both clients and staff.

As a Registered Investment Adviser, advisory services are provided to clients or prospective clients where the firm and its representatives are properly licensed or exempt, with standard disclosures about risk and the limits of performance history. In December 2025, Creative Planning Advisor Services, LLC acquired Marshall Financial Group, marking a notable recent development.

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