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Fiduciary & Fee-Only

Fiduciary and Fee-only, forever

What is a fiduciary, and why should I choose one?

In financial services, the “fiduciary” is a professional who works only in the client’s best interests. That’s important, because financial services providers are not required by law to do this. It’s up to you, the client, to make sure your professionals are fiduciaries.

One thing that helps: make sure that all their compensation comes from you, not from commissions. Another: choose CFP® professionals. A fiduciary standard is part of the CFP® certification code of ethics.

We always have, and always will, act as your fiduciary

When clients turn to a financial advisor, they should get the best advice for them. That is what Marshall offers. Our plans and advice are entirely focused on your best interests—as you define them. We are, always have been, and always will be, committed to the fiduciary standard.

Why Fee-only?

We want to be transparent in how we get paid. Our only source of compensation is from the fees we receive from our clients for advice. Other financial advisors may be paid through other sources such as a commission for selling a specific product or investment.  All Marshall Financial services are conducted through set fees. Clients find that the value is exceptional, including:

  • Planning
  • Implementation with your other financial services professionals
  • Regular review and management of your plan
  • An expert “sounding board” for major purchases and life changes
  • Dramatic increase in peace of mind
  • Clear and focused progress towards goals
  • Accountability partner
  • Absolute transparency

Employee-owned (ESOP)

Our CERTIFIED FINANCIAL PLANNER™ professionals are also owners at Marshall, which is now an Employee Stock Ownership Plan company. We believe this is another way in which we have worked to align the interests of planners, management, and clients.

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Financial confidence, control and freedom.

33 West Court St. Doylestown, Bucks County, PA 18901

Email: hello@marshallfinancial.com

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