Employees and clients of Marshall Financial Group gathered to recognize and celebrate founder William Marshall’s 50 years of business achievements, philanthropy and dedication to the community at a dinner held at Doylestown Country Club Oct. 17.
Since 1968, Marshall has devoted his career to being a trusted advisor and wealth manager to generations of clients. He is credited with being one of the first wealth managers to champion the development of the Certified Financial Planner™ (CFP®) certification and in 1977, was one of the first 100 persons in the U.S. to achieve this certification.
In 1981, Marshall formed Wm. L. Marshall & Associates to offer financial planning services and in 1982 became registered as an investment advisor with the SEC. This Registered Investment Adviser (RIA) was renamed The Marshall Financial Group, Inc. in 1991.
In 2012, Marshall Financial transitioned to a fee-only model in its Financial Planning and Wealth Management practice, and in 2017, established a 100 percent Employee Stock Ownership Plan (ESOP).
William Marshall’s commitment to the Bucks County community is evident in his longstanding service to the boards of organizations including: Doylestown Health Foundation; Bucks County SPCA; Central Bucks Family YMCA; Ann Silverman Community Health Clinic; International Association for Financial Planning (Philadelphia Area Chapter); and Central Bucks Chamber of Commerce.
In addition, Marshall was honored by the Rotary Club of Doylestown in 2011 with the Four Way Test Award for Business, in recognition of his dedication to helping build the local community in dozens of ways, large and small.
As Marshall reflects on his 50 years in business and in service to the community, he notes that it’s an experience he has enjoyed over and over, as clients he started serving in the 1980s have stepped down from their corporate roles to enjoy travel and time with their families, without financial cares or burdens.
“There is nothing as rewarding,” he said, “as having someone say to me, ‘We are able to retire in comfort, and we would not have been able to do it without you.”