A complete list of active advisors currently associated with Marshall Financial
Warmer can help you find a great advisor at Marshall Financial or one who fits your needs even better.
Marshall Financial provides financial planning, consultation, retirement-plan services, and ongoing investment management to individual investors (including non–high-net-worth clients) and retirement plan sponsors. The firm also offers occasional complimentary webinars and tailored group workshops for clients and plan participants. Operating as a fee-based registered investment adviser and fiduciary, the firm develops individualized investment plans through a client data‑gathering process and generally pursues long-term, fundamental-analysis-driven strategies without attempting to time the market. It offers both discretionary and non-discretionary management, conducts regular portfolio monitoring (at least quarterly), and works with clients to document risk tolerance, goals, and investment policy. Noteworthy for an independent adviser of this size, the firm’s principal is separately licensed to sell insurance and devotes a material portion of time to that activity; insurance recommendations are offered on a commission basis and are disclosed as separate from advisory fees. The firm also provides institutional retirement‑plan services (including 403(b) and small‑business IRA support), participant education and plan monitoring, and routinely recommends specific custodial/service providers (e.g., AdvisorTrust for 403(b) plans and Charles Schwab for brokerage/custody), a combination of services that is uncommon among peers.
To learn more about the advisors currently working at Marshall Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Myrtle Beach, SC
| 1
|
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