Paula Nangle


Marshall Financial Group

President & Senior Wealth Advisor

Paula Nangle


Marshall Financial Group

President & Senior Wealth Advisor

As one of my mentors advised, everyone needs someone to talk to about life and money. I like to give people a space to talk about what they value and what they want to accomplish in life. - Paula Nangle, CFP®

(215) 348-9393

Fee-Only financial planner located in Doylestown, PA, serving clients locally and across the country

Paula Nangle is a Doylestown, PA fee-only financial planner. Marshall Financial Group provides holistic wealth management to help busy professionals, thriving entrepreneurs, and multigenerational families organize, grow and protect their assets through life’s transitions.  As a fee-only, fiduciary, and independent financial advisor, Paula Nangle is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Paula’s Role at Marshall Financial

As President of the firm since November of 2016, Paula Nangle is laser-focused on instilling the values that have guided Marshall Financial for 40+ years. “Running the firm is truly a team approach, with everyone in our management group working together seamlessly and in the same direction,” she says.

That allows Paula to spend most of her time doing what she loves best: Working with clients as a Senior Wealth Advisor. In fact, the opportunity to build close, impactful relationships played a big role in her transition from a pharmaceutical career to financial planning.

“My corporate experience helps me relate well to clients in executive positions, but it’s the collective life experiences of our entire team that clients value most,” she says. Paula also brings the expertise she gained teaching financial planning and wealth management as an adjunct professor at the New York University School of Continuing and Professional Studies.

Get to Know Paula

Paula loves helping clients through whatever life sends their way. “Life is dynamic, and the journey involves many transitions—some welcome, some not,” she says. “I help people prepare, so when change happens, they find it easier.” Working with some of the same families for many years, guiding them through the inevitable twists and turns, is one of her greatest rewards. “It’s fulfilling to know you’ve made a positive impact on people’s lives,” she says.   

Paula describes herself as a life-long learner and also likes to stay active, whether it’s skiing, scuba diving, mountain biking, or her yoga practice. “It’s all challenging and restorative, and ties into my philosophy of practicing gratitude,” she says. A registered Yoga Alliance teacher, she’d love to teach yoga in the future. For now, downtime means sharing simple pleasures with her family: cooking, playing games, and just being together.  


With Marshall Financial since 2009

In financial services since 2004

Affiliations – Past & Present

  • Financial Planning Association
  • National Association of Personal Financial Advisors—Fee Only Advisors
  • Financial Planning Association, Philadelphia Area Chapter, Past President
  • Bucks County Estate Planning Council


BS, Rutgers University

MS, University of Florida

MBA, New York University

Certificate in Financial Planning, NYU-SCPS

Paula Nangle is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a 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.

Marshall Financial Group helps clients achieve financial wellbeing, so they can live their happiest, healthiest, & most productive lives. We provide a welcoming, non-judgmental environment & a full service offering for clients from our Doylestown office.

We believe that having a sound financial position opens the door to a happier, healthier life. That’s why we see our job as total wealth management. We take time to get to know what wealth means to you – more time to spend with the kids, going on adventures, turning your hobby into a business, or maybe living a more purposeful life. Then we help you get there all while you enjoy the peace of mind that your money is working for you.

Welcoming Environment

We understand that figuring out what to do with your money can be intimidating, so we do everything in our power to create a truly welcoming environment where you can ask questions, share your passions and review options together, regardless of your financial knowledge.

Fiduciary Fee-Only

As your fiduciary, it’s our duty to do what is in your best interest. We don’t make commissions, so we aren’t incentivized to suggest solutions that aren’t in your best interest. We are paid directly by you for the work we do, which isn’t true of many financial advisory firms.

Total Wealth Management

We see our job as much more than managing money – it is total wealth management. We advise and manage your entire financial picture so you can be confident that you are saving enough to buy that dream home, without jeopardizing your future aspirations.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales

Professional Designations & Affiliations

Contact Paula Nangle

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 33 West Court Street
    Doylestown, PA 18901

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser