Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
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.