Annual Reports

Download the 2023 Marshall Financial Group Annual Report

Contact
Oﬃce: 410-563-1190
Fax: 410-563-1077

225 Schilling Circle, Suite 295
Hunt Valley, MD 21031

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The Marshall Financial Group, LLC is also known as ‘Marshall Financial Group’ or ‘Marshall Financial’ or ‘MFG’ throughout this website.

DISCLOSURE

The Marshall Financial Group, LLC is a SEC registered investment adviser and may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. The firm’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, articles written by third parties, firm written newsletters and/or publications, and third-party links. Accordingly, the publication of our firm’s web site on the Internet should not be construed by any consumer and/or prospective client as our Adviser’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by the Adviser with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of the Marshall Financial Group, a copy of our current written disclosure statement discussing our business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov using our CRD No. 146362, or from the us upon written request, please contact Heather Seda via email: heather@marshallfinancialgroup.com.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Adviser), will be profitable or equal any historical performance level(s).

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.

Throughout this website we have provided links to various other websites and information created by third party. While MFG believes this information to be current and valuable to its clients and is reasonably reliable and does not contain untrue statements of material facts, or misleading information. MFG provides these links and publications on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites. Some content may be dated. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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