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Marshall Family Wealth Management
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice and consultation.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Holiday Charity Drive 2019
In the spirit of the holiday season, we are inviting you to partner with us in providing various items for these organizations.
Relay for Life
The Lancaster office is proud to support Relay for Life and American Cancer Society in 2019!
2018 Holiday Donation Drive
Every holiday season we hold a special charity drive to benefit two groups in our community!
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Bent Creek Country Club Dinner (May 14)
Enjoy a complimentary dinner while meeting experts who practice financial planning, portfolio management, and estate planning.
Whether you are actively looking for assistance or simply want to further your knowledge, reserve your seat today!
Dinner Options:
- Pan Seared Salmon
- Chicken Saltimbocca
Bent Creek Country Club Dinner (May 21)
Enjoy a complimentary dinner while meeting experts who practice financial planning, portfolio management, and estate planning.
Whether you are actively looking for assistance or simply want to further your knowledge, reserve your seat today!
Dinner Options:
- Pan Seared Salmon
- Chicken Saltimbocca
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2024
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information