Business Details
28 Years
experience
Your Trusted Financial Partner in Doylestown, PA
Scott E. Marshall & Associates is an independently owned and operated comprehensive financial services firm with advisors providing personalized financial management for over 20 years. Our corporate strategies and adherence to the Certified Financial Planner Board of Standards' code of conduct define our approach to delivering value to clients. We specialize in building, monitoring, and adjusting customized financial plans addressing every facet of clients' financial situations.Our open-architecture approach focuses on developing long-lasting client relationships built on trust, honesty, and confidentiality. As independent financial planners, our objectives align with clients' goals, driven by their wishes, expectations, and risk tolerance. Our mission delivers cutting-edge, low-cost financial planning services designed to help clients achieve financial independence through relentless pursuit of their loyalty and trust.
Services
College Planning
Investment Planning
Retirement Planning
Tax Planning
Estate Planning
Insurance Planning
Risk Management
Cash Flow Analysis
Details
- Year established: 1998
Highlights and features
- We offer 20+ years of personalized financial planning expertise
- Our team includes CERTIFIED FINANCIAL PLANNER professionals
- We maintain strict fiduciary standards with transparent fee structures
- Our open-architecture approach provides unbiased investment solutions
- We coordinate with CPAs, attorneys, and insurance specialists for comprehensive planning
Associations and certifications
- Certified Financial Planner Board of Standards
Services
Retirement Planning
Our retirement planning service analyzes current financial status, establishes retirement goals, and develops distribution strategies for qualified plans. We coordinate pension benefits, social security optimization, and portfolio income while using advanced modeling techniques to ensure long-term financial security through market fluctuations.
Investment Planning
We create diversified investment portfolios using mutual funds, ETFs, and alternative assets tailored to individual risk tolerance. Our disciplined approach combines tax-efficient strategies with ongoing market analysis to maximize returns while managing volatility through changing economic conditions and interest rate environments.
Estate Planning
Our estate planning service coordinates with legal professionals to develop tax-efficient wealth transfer strategies. We analyze estate liquidity, implement gifting techniques, and create succession plans that align with client values while ensuring proper asset distribution according to individual wishes and legal requirements.
Tax Planning
We provide proactive tax planning through pro-forma returns and distribution strategies that minimize tax liabilities. Our approach includes charitable giving analysis, asset location optimization, and coordination with tax professionals to implement strategies that enhance overall financial outcomes while maintaining compliance with evolving tax regulations.
College Planning
Our college planning service evaluates existing education savings programs, determines funding requirements, and recommends appropriate investment vehicles. We assist with financial aid applications and develop savings strategies that balance educational goals with other financial priorities while considering tax-advantaged options like 529 plans.
People
Scott E. Marshall
President and Chief Executive Officer
CERTIFIED FINANCIAL PLANNER with 25+ years experience. Graduated from West Chester University in 1995. Holds FINRA Series 6, 7, 24, 51, 63, and 99 licenses. Recipient of Cambridge's Spirit of Integrity Award. Active community board member and financial industry leader.
Jacquelyn E. Doubet
Investment Advisor Representative
10+ years with the firm, holding Series 7 and 66 licenses. Specializes in client services and portfolio administration. Manages office operations while maintaining personalized client relationships. Recognized for exceptional client communication and multi-generational family financial coordination.
Jennifer P. Smith
Registered Client Services Representative
Brings 15 years of industry experience in operations and client services. Focuses on portfolio administration and client communications. Holds Series 7, 63, and SIE licenses. Known for operational efficiency and client-focused service delivery in investment management.
Ryan Starke
Client Services Representative
Combines investment management expertise with compliance knowledge. Former banking industry consultant. Specializes in market analysis and client education about portfolio developments. Maintains focus on emerging financial trends and client communication strategies.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, investment management, tax strategies, estate planning, college funding, risk management, and cash flow analysis tailored to individual client needs.
How are your advisory fees structured?
Our typical investment advisory fee is 1% or less annually, covering all planning services. We also offer hourly fee arrangements for specific financial reviews with full transparency.
What makes your firm different from other advisors?
We combine CFP expertise with a fiduciary approach, using open-architecture platforms and coordinating with tax/legal professionals to create customized, integrated financial solutions focused on client success.
How often do you review financial plans?
We conduct annual comprehensive reviews and provide quarterly investment performance reports, with additional consultations available as needed for life changes or market adjustments.
Do you work with out-of-state clients?
We serve clients in 26 states including PA, NJ, NY, CA, and TX, with virtual meetings available for those outside our local area while maintaining state-specific regulatory compliance.
