Donald Scholz
CFP®, MBA
Marshall Financial Group
Senior Wealth Advisor & Chief Investment Officer Emeritus
At Marshall, we plan for more than just your retirement. We partner with busy professionals, thriving entrepreneurs, and multigenerational families to holistically manage their wealth and support their overall wellbeing for the life they want today, as well as in the future.
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Marshall Financial Group provides financial planning focused services to help clients organize, grow, and protect their assets through life's transitions.
Financial advisor in Doylestown, PA, serving clients locally and across the country through virtual meetings and our collaborative platform.
Financial advisors at Marshall Financial Group never receive a commission or other forms of compensation from products they may recommend.
Contact us to schedule an introductory call to see if we may be a fit for you.
Get to Know Donald Scholz
Don’s Role at Marshall Financial
Don came to the financial services industry by a non-traditional route: After studying at the seminary, he earned an MBA with a finance concentration, then worked as a computer programmer, budget analyst, and strategic planner. But his love of working with people proved a strong pull, attracting Don to wealth management.
“My objective was always to be in a position where I could help people financially,” he says. “I like that my role involves working with people on a very personal level.”
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.
Get to Know Don
Don finds it rewarding to provide clients with something they truly value: peace of mind. “Our guidance can help people gain the peace of mind that they’ll be in fine shape, however they define that,” he says. For some, “success” goes beyond building wealth; it means using their resources to create a life of significance. Many seek Don’s advice on how to do that through philanthropic efforts that can make a lasting difference.
Don enjoys wine-making—a tribute to his late father-in-law, who taught him the craft. “I make both red and white wine, starting with grape juice from California, Australia, or South America,” he says. He was even ambitious enough to make the wine for his youngest daughter’s wedding reception, busily pasting on labels the night before. Don is also a long-time cantor at his church, where his wife is an organist and music director. They have three children and four grandchildren.
Experience
With Marshall Financial since 1995
In financial services since 1985
Affiliations – Past & Present
- Financial Planning Association
- National Association of Personal Financial Advisors – Fee Only Advisors
- International Association for Financial Planning – Past Chair, Philadelphia Area Chapter
Education
BA, St Pius X Seminary
MBA, Drexel University
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning and Minimization
- Risk Management / Insurance Planning
- Education Planning
- Estate Planning
- Employee Benefit Planning
- Stock Option and Equity-Based Compensation Analysis and Planning
- Special Needs Planning
- Charitable Giving
Ideal Clients:
- Retirees and Near Retirees
- Multi Generational Families
- Business Owners and Executives
- Sudden Money Situations
- Thriving Entrepreneurs
FAQ with Donald Scholz
- What type of clients benefit most from your services?
- How do you charge and what are your fees?
- What can I expect in our first meeting as a client?
- How do I schedule an initial meeting to see if we may be a good fit?
Media Mentions and Industry Involvement
Office Locations
33 W Court St - Doylestown, PA 18901