About Us


For more than 30 years, Nolan Financial has focused on the custom design, enrollment, funding and recordkeeping of executive benefit solutions for public corporations, private enterprises, and tax-exempt organizations. Nolan Financial works closely with organizations in diverse industries including health care, insurance, legal entities, utilities, financial services, consulting, retailing, and manufacturing.

Nolan Financial was founded in 1989 in Chevy Chase, Maryland as a fully-integrated, executive benefits and compensation consulting firm with a focus on the custom design, implementation, funding and administration of nonqualified plans. At the time of its inception, the market was primarily comprised of sophisticated life insurance planning professionals whose main goal was to sell pre-packaged solutions. Nolan Financial was created with a different service model, one in which nonqualified plans were custom-designed to meet the needs of each client while complying with all of the nonqualified regulations. Nolan Financial decided to utilize a recordkeeping platform built specifically for nonqualified executive benefits and compensation plans. The open-architecture recordkeeping platform allowed Nolan Financial to offer an entire suite of services that featured the flexibility, reliability and accountability that its clients needed.

Since its inception, Nolan Financial has continued to grow in size and expand its market share. In early 2014, Nolan Financial’s national headquarters moved to a larger facility to accommodate its growing workforce. The new office has helped meet the firm’s current needs while providing additional space for continued expansion. Nolan Financial’s experienced team, commitment to its clients, and strict protocols and procedures are responsible for the firm’s success.

We strongly believe in the “can-do” approach to deliver high-touch, best in class service to our clients and their participants. Nolan Financial’s knowledgeable and dedicated team of experienced professionals works closely with each of our clients from plan design to implementation, funding and recordkeeping through the life of the plan.

  • Keeping the costs of designing and administering supplemental executive benefit plans to a minimum without sacrificing the quality of the benefits offered.
  • Administering plans with transparency, efficiency, reliability, and ease, that results in more productive plan sponsors and more satisfied plan participants. Delivering robust record keeping that is reliable and scalable
  • Assisting our clients with navigating the changing federal and state regulations that govern executive plans.

Additionally, Nolan Financial has consistently obtained SOC-1, Type II ( formerly known as SSAE-16) audit reports with no material exceptions noted. Nolan Financial’s receipt of an unqualified SOC-1, Type II Report provides assurance to our clients of the effectiveness of Nolan Financial’s processes, procedures, and controls. This report eliminates the need for our clients to incur the expense of testing these controls. Nolan Financial uses an open-architecture recordkeeping platform, which can accommodate custom designed 409A compliant nonqualified retirement plans. Custom designed plans result in greater participant satisfaction than using simple, less flexible prototype plans. Our recordkeeping platform can accommodate any funding medium including mutual funds, corporate stock, COLI, an unfunded plan or any combination thereof depending upon an organization’s unique funding needs.

Nolan Financial’s mission is to supply our clients with the highest level of service at a reasonable cost. This is accomplished through our continued commitment to excellence, flexibility and operational efficiency.

Nolan Financial is privately-owned and fully independent. Our independence enables us to provide exclusive nonqualified customer service and offer our clients the most competitive funding alternatives from various vendors in the marketplace.

  • Direct access to dedicated client service team.
  • Assistance communicating with plan participants.
  • Unsolicited suggestions for ways to streamline your plan.
  • Reporting and recordkeeping that complies with changing regulations without adding additional costs.

Over 30 years of Service

Nolan Financial was founded in 1989 and is headquartered just outside our nation’s capital in Bethesda, Maryland with representatives nationwide.

Unique in the Industry Client Service Model

Nolan Financial employs a team-based service structure with dedicated service teams providing every aspect of service and administration. This holistic team approach provides our clients unparalleled service.

Experience and Accuracy

Nolan Financial boast an average tenure of 13 years with an average of 16 years industry experience. This level of expertise, experience and low employee turnover combined with our internal controls and industry leading recordkeeping system has allowed Nolan Financial to obtain our SOC-1 audit for more than 15 consecutive years with no material exceptions.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck