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Thomas Matthew McGraw

THE Marshall Financial Group, Inc.

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About Thomas Matthew McGraw

Thomas McGraw is a financial advisor registered with The Marshall Financial Group, Inc. based in Doylestown, Pennsylvania. Thomas is a Certified Financial Planner and has been in the financial services industry since 2015. Prior to joining The Marshall Financial Group, Inc., Thomas worked for Vanguard Marketing Corporation in Malvern, PA. Thomas specializes in financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Thomas is also registered as an Investment Advisor Representative in Pennsylvania.

Firm Information

Thomas McGraw is currently registered with THE Marshall Financial Group, Inc.. THE Marshall Financial Group, Inc. is an investment advisor based in Doylestown, PA with 22 investment advisory professionals. The firm manages a total of $779,192,291 in client assets, including discretionary and non-discretionary accounts for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They provide financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
THE Marshall Financial Group, Inc.

33 WEST COURT STREET

DOYLESTOWN, PA 18901

$779.19M

Assets Under Management

10

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas McGraw’s Registration & Firm History

PA

02/14/2022 - Present

THE Marshall Financial Group, Inc. (DOYLESTOWN PA)

PA

07/19/2017 - 02/17/2022

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BOTH

Issued 09/04/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/07/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Matthew McGraw.
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