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MARSHALL FINANCIAL GROUP

HQ - Maryland

Summary

Marshall Financial Group provides financial planning and investment services to individuals, including those planning for retirement or looking to grow and protect their wealth.

Deals Overview

Total Deals1

Valued Deals0

Total Value-

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Market Context

Senior Management

Paula Nangle
President and Senior Wealth Advisor

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09 Dec 2025|United States|Asset Managers and Custodians

Target: MARSHALL FINANCIAL GROUP

Bidder: CREATIVE PLANNING INC

4 Service Providers

3 Target | 1 Bidder

3 Dealmakers

2 Target | 1 Bidder

n/a

Value