Paula Nangle| CFP®
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
Doylestown, PA 18901
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Paula Nangle 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. Paula Nangle is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
“Do what you love,” Paula’s mother advised her decades ago, “but make sure you can take care of yourself; you can’t count on anyone to do that for you.” That is advice that Paula shares with clients today, seeing her role as “creating comfort and confidence in the financial decisions people make along the journey of life.”
Her own journey has taken Paula from degrees in Food and Nutrition to many years as an executive in clinical research and strategic marketing for Baxter Healthcare, Sanofi Winthrop Pharmaceuticals and Nycomed, Inc. Her own experiences with work/life balance and long-term planning make her exceptionally valuable to the executives who make up the bulk of her clientele.
Paula holds an MBA in Marketing, Management and International Business from New York University, where she served as adjunct faculty member at the School of Continuing and Professional Studies, teaching financial planning and wealth management.
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.