Legacy Planning Partners

Marshall Financial Group, located in Doylestown, PA, is a renowned Fee-Only Wealth Management company with over 40 years of experience in comprehensive wealth management. Founded by Bill Marshall and Jeanne Robinson, CFP, Marshall Financial takes pride in its dedication to clients and the community, offering total wealth management services to help individuals and families achieve financial wellbeing and live the life they've always dreamed of. With a focus on holistic wealth management, Marshall Financial partners with busy professionals, thriving entrepreneurs, and multigenerational families, providing personalized strategies to mitigate risk, make informed decisions, and grow wealth. Their team of experienced professionals helps clients enjoy their wealth today while planning for a secure future, offering support for retirement planning, business retirement plans, and financial independence. Marshall Financial believes that a sound financial position opens the door to a happier, healthier life, and they are committed to helping clients achieve their financial goals and live a more purposeful life.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Center Valley, PA area, Robert Meuser Jr will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

The Stanley-Laman Group Ltd. is a comprehensive financial services firm located in Berwyn, PA, specializing in tax, estate, business, and investment management for high-net-worth individuals and families. With a unique structure that includes a Financial Planning Group, a Portfolio Management Team, and an affiliated Law Firm, the company aims to provide a coordinated approach to address complex financial needs efficiently. Founded by industry veterans with extensive experience in capital markets and corporate governance, the firm offers a range of services including estate planning, business continuity, and tailored investment management strategies. By integrating financial planning with legal implementation, Stanley-Laman Group strives to deliver superior results in a cost-effective manner, streamlining the planning process for its clients. Generated from the website