Paula Nangle

CFP®

Marshall Financial Group

Financial Advisor

Paula Nangle

CFP®

Marshall Financial Group

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - 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 comprehensive and objective financial planning to help clients 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 Nangle is a Fee Only Financial planner in Doylestown, PA. Paula Nangle is a NAPFA-Registered Financial Advisor.

“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
Life is full of contingencies. Planning with Marshall Financial sets you up to handle them. We not only help you nurture and increase your wealth, but help protect you from risk and prepare you for changes when they occur.

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.

Specialties

  • 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

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Office Locations:

  • 33 West Court Street
    Doylestown, PA 18901

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