As a Senior Wealth Advisor, Don takes the lead in developing strategies that can help each client reach their life aspirations, whether it’s retiring early, supporting a worthy charity, or pursing a life-long passion. As one of our most tenured financial planners, he regularly shares his insights and experience as a mentor to our younger advisors.

Donald Scholz
Vice President & Chief Investment Officer Emeritus
Marshall Financial Group Inc
United States, Pennsylvania, Doylestown
About Me
Profile Information
Vice President & Chief Investment Officer Emeritus
Marshall Financial Group Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Doylestown
Pennsylvania
United States
Mar 4, 2025
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