Marshall Financial Group
Fee-Only Financial Planner located in Doylestown, PA and serving the greater Philadelphia area
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
David Emery is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
David Emery is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
David Emery is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
David Emery is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
David Emery is a Certified Divorce Financial Analyst® (CDFA®)
A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
Contact David Emery
33 W Court St