What departments does Marshall Financial Group have?

Marshall Financial Group has employees across 4 departments including Finance, Operations, Marketing, Information Technology.

What is the largest department at Marshall Financial Group?

The largest department at Marshall Financial Group is Finance with 7 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
36

United States Of America
36

Oceania
1

Australia
1

Marshall Financial Group's Leadership

H. L.
Chief Operations Officer
Mobile Phone
Email
P. M. C.
Managing Partner, Senior Financial Advisor
Mobile Phone
Email
A. P.
Partner, Senior Financial Advisor, Director Of Investment Management
Mobile Phone
Email
P. M.
Owner
Mobile Phone
Email
L. M.
Vp, Administration And Marketing
Mobile Phone
Email
K. B.
Vice President
Mobile Phone
Email
P. E.
Senior Vice President - Credit
Mobile Phone
Email
A. H.
Director Of Advisor Technology
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. C.
Managing Partner, Senior Financial Advisor
Mobile Phone
Email
United StatesMaryland
May 29, 2026
A. P.
Partner, Senior Financial Advisor, Director Of Investment Management
Mobile Phone
Email
United StatesMaryland
May 29, 2026
H. L.
Chief Operations Officer
Mobile Phone
Email
United StatesMaryland
May 29, 2026
P. M.
Owner
Mobile Phone
Email
May 09, 2026
L. M.
Vp, Administration And Marketing
Mobile Phone
Email
United StatesMaryland
May 17, 2025
K. B.
Vice President
Mobile Phone
Email
Oct 21, 2024
P. E.
Senior Vice President - Credit
Mobile Phone
Email
United StatesMinnesota
Jun 19, 2026
A. H.
Director Of Advisor Technology
Mobile Phone
Email
United StatesMaryland
Jun 25, 2026
S. P.
Director Of Financial Planning, Senior Financial Advisor
Mobile Phone
Email
United States
Jun 08, 2026
R. A.
Senior Financial Advisor
Mobile Phone
Email
United StatesDc
May 29, 2026

Frequently Asked Questions

What is Marshall Financial Group known for?

Marshall Financial Group was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 225 International Circle Suite 102 Hunt Valley, Maryland 21030 United States. 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 June 2026. These team members are located across 2 continents, including North AmericaOceania.

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

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

Chief Operations Officer: H. L.
Managing Partner, Senior Financial Advisor: P. M. C.
Partner, Senior Financial Advisor, Director Of Investment Management: A. P.
Owner: P. M.
Vp, Administration And Marketing: L. M.

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Marshall Financial Group Employee Directory

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