Marshall Financial Group
Fee-Only financial planner located in Doylestown, PA, serving clients locally and across the country
“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.
Paula Nangle 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
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
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
Paula Nangle 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.
Paula Nangle 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.
Paula Nangle 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.
Contact Paula Nangle
33 West Court Street
Doylestown, PA 18901