Why Nolan Financial?


An executive benefits recordkeeper should be selected based on experience, expertise, and administrative capability. As a truly specialized recordkeeper focusing on nonqualified deferred compensation and executive benefits, Nolan Financial is uniquely positioned to provide the level of service required for these unique benefit opportunities.


Independence & Culture

  • Open Architecture – Tailor benefit solutions to each client
  • Independent and Privately owned

Specialized NQDC Recordkeeper

  • Custom Design and Administration of NQDC Plans
  • Additional Executive Benefits Expertise and Consulting Services

Attention to Details

  • SOC-1 audit record - Fifteen consecutive years with zero material exceptions.
  • 409A and nonqualified deferred compensation compliant record keeping software.

Industry Expertise

  • 16 years average industry experience
  • 13 years average tenure with Nolan Financial

Why utilize a specialized NQDC recordkeeper:

  • Executive benefit plans are too complex or cumbersome to handle internally
  • Not satisfied with current plan recordkeeper
  • Inability to effectively administer investment/funding solution
  • Low plan participation and/or employee satisfaction with existing executive benefit plan
  • Need to consolidate two or more plans with a single recordkeeper to streamline processes and have more uniformity
  • Plan currently being administered on a 401(k) recordkeeping system
  • High turnover of administration staff

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