What departments does Marshall Financial Group have?

Marshall Financial Group has employees across 4 departments including Entrepreneurship, Finance, Marketing, Consultant.

What is the largest department at Marshall Financial Group?

The largest department at Marshall Financial Group is Entrepreneurship with 1 employees.

Where are Marshall Financial Group employees located globally?

Marshall Financial Group has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Marshall Financial Group's team size changed over time?

Marshall Financial Group's team has remained stable from approximately 16 to 16 employees based on available data.

Marshall Financial Group Employee Directory

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.

Marshall Financial Group Global Highlights

North America
37

United States Of America
37

Oceania
1

Australia
1

Marshall Financial Group's Leadership

P. M.
Owner
Mobile Phone
Email
K. B.
Vice President
Mobile Phone
Email
A. P.
Associate Wealth Advisor
Mobile Phone
Email
D. M.
Federally Registered Investment Advisor
Mobile Phone
Email
H. B.
Marketing And Administrative Associate
Mobile Phone
Email
J. P.
Receptionist
Mobile Phone
Email
M. M. C.
Wealth Advisor
Mobile Phone
Email

Marshall Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Accounting
Administrative
Other
Support
Recruiting

Contact profiles from Marshall Financial Group

Name

Title

Contact Info

Location

Last Update

P. M.
Owner
Mobile Phone
Email
May 09, 2026
K. B.
Vice President
Mobile Phone
Email
Oct 21, 2024
A. P.
Associate Wealth Advisor
Mobile Phone
Email
Oct 17, 2024
D. M.
Federally Registered Investment Advisor
Mobile Phone
Email
Oct 17, 2024
H. B.
Marketing And Administrative Associate
Mobile Phone
Email
Oct 16, 2024
J. P.
Receptionist
Mobile Phone
Email
Oct 23, 2024
M. M. C.
Wealth Advisor
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Marshall Financial Group known for?

Marshall Financial Group was founded in 2005 operates in the Financial Services industry. Explore Marshall Financial Group's company overview page for more information.

What is Marshall Financial Group's most common email format?

Marshall Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Marshall Financial Group email formats with LeadIQ.

How many employees does Marshall Financial Group have currently?

Marshall Financial Group has approximately 19 employees as of July 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Marshall Financial Group's key employees and leadership?

As of July 2026, Marshall Financial Group's key employees include:

Owner: P. M.
Vice President: K. B.
Associate Wealth Advisor: A. P.
Federally Registered Investment Advisor: D. M.
Marketing And Administrative Associate: H. B.

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Marshall Financial Group Employee Directory

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