A complete list of active advisors currently associated with The Marshall Financial Group LLC

Warmer can help you find a great advisor at The Marshall Financial Group LLC or one who fits your needs even better.

The Marshall Financial Group serves individuals, businesses, pension and profit‑sharing plans, and charitable organizations, offering portfolio management, investment analysis, and planning services such as budgeting, retirement and legacy/estate planning. Services are delivered as fee‑based asset management using mutual funds bought at NAV and managed stock/ETF accounts, and the firm supplements its offerings with held‑away asset monitoring through Pontera and periodic educational seminars and workshops. The firm designs individualized portfolios after assessing each client’s risk tolerance, objectives, and suitability, relying on third‑party software and asset‑allocation models and providing both discretionary and non‑discretionary management. TMFG discloses fiduciary duties for retirement accounts, permits client‑imposed investment restrictions, and provides periodic written account reviews and performance and projection reports. Compared with many peers, the firm’s representatives also act as registered representatives of a broker‑dealer and as licensed insurance agents, and the brochure discloses that commissionable securities and insurance sales (including trailing commissions) can create conflicts of interest. The firm also uses a promoter agreement and national webinar presentations to market services, and its marketing materials include testimonials and hypothetical performance disclosures; its routine use of held‑away asset management via a third‑party (Pontera) is another feature that is less common among similar multi‑team advisers.

To learn more about the advisors currently working at The Marshall Financial Group LLC, 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
Thomas Arasz	Hunt Valley, MD	3
John Armstrong	Hunt Valley, MD	16
Christopher Barnes	Hunt Valley, MD	23
Mary Barone	Salinas, CA	38
Andrew Hasz	Hunt Valley, MD	4
Tyler Kang	Hunt Valley, MD	4
Denton Lane	Hunt Valley, MD	3
Kyle Levickas	Hunt Valley, MD	6
Peter Marshall	Hunt Valley, MD	26
Thomas Mc Andrew	Hunt Valley, MD	9
Sheryl Parks	Hunt Valley, MD	29
Agostino Pugliese	Hunt Valley, MD	16
Cheryl Stuart	Kingston, NY	43

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