The Nolan Financial Approach



Since executive benefit plans operate in a constantly changing environment, they must be dynamic. We take great care to understand our clients’ business processes, culture and objectives, so that our solutions not only help meet their financial goals, while adhering to applicable benefit regulations.

Custom Plan Design

Nolan Financial utilizes an open architecture platform that allows us to provide our clients fully customized plan design and funding alternatives. We work closely with our clients to define the needs of the organization and its plan participants. As part of the plan design, we can survey management regarding perception of the current benefit plan followed by interviews of sample participants.

Funding Analysis

Nolan Financial performs a comparison and analysis of the available funding alternatives (mutual funds, corporate owned life insurance, corporate stock, etc.) to provide optimum performance for the needs of each individual client. Because Nolan Financial is independent, it has the luxury of being able to provide to the client a wide range of options with increased cost efficiency.

Nolan Financial can help your organization from the initial discovery phase through ongoing plan recordkeeping.


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