David Emery| CFP®, CDFA™
Marshall Financial Group
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
David Emery is a Doylestown, PA Fee-Only Financial Planner serving Doylestown and all surrounding areas. Marshall Financial Group specializes in providing objective financial planning and investment management to help clients build, manage, grow, and protect their assets through life's transitions. David Emery is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Dave Emery calm, methodical and logical approach to some of the most volatile issues in financial planning may have roots in his early education in Mechanical Engineering and his experiences as a sales engineer for the Torrington Company, part of Ingersoll-Rand.
Dave has acquired multiple areas of expertise. As a college planning specialist, he helps families reduce the costs associated with educating their children. “It’s usually the largest expense families face after buying their house,” Dave notes. “Planning ahead can save families thousands of dollars of the cost of educating their children.”
As a Certified Divorce Financial Analyst™, Dave also helps clients who are in the midst of difficult family transitions to understand the equitable distribution of marital assets and the management of financial challenges that can result from divorce. “Knowing they have a financial professional at their side at every step gives my clients a great deal of peace,” he says.
- BS, Lehigh University, Bethlehem PA
- MBA, Baldwin-Wallace College, Berea, OH
- Certificate, Divorce Financial Analyst
In Financial Services since: 1998
With Marshall since: 2004
Past and present affiliations:
- Board, Financial Planning Association (Philadelphia Area Chapter)
- Association of Divorce Financial Planners
- Bucks County Estate Planning Council
- National College Advocacy Group
- Board, Lehigh University Chapter, Chi Phi Alumni Association
- Board, C.B. Cares
Life is full of contingencies. Planning with Marshall Financial sets you up to handle them. We not only help you nurture and increase your wealth, but help protect you from risk and prepare you for changes when they occur.
Financial planning with Marshall is about creating the life you want to live
If you’re used to financial professionals who focus entirely on portfolios and percentages, our approach will be a welcome surprise. At Marshall, financial planning is focused entirely on helping you achieve your goals and live your dreams. It’s an ongoing conversation. As your needs and concerns change and evolve, the direction of our planning alters accordingly.
Complete financial confidence, simplified
Even if you already have an accountant, insurance agent, attorney and banker, you may be finding that coordinating their efforts to manage your wealth is complex, time-consuming, and often confusing.
Your team at Marshall brings decades of financial planning expertise, coordination, and detail management. You retain complete control, with complete transparency and 24/7 secure online access to your accounts. Regular reports keep you on track. And a member of your team is always just a call away if you have questions or concerns.
We’re on top of it
Your Marshall team is always looking for new strategies and opportunities. We’ll bring them to you at each review.