Plan for YOUR dreams

People have dramatically changed how they live and work, but too many organizations operate as if they are frozen in time. The Nolan Group strives to be different! We want to understand what our clients want from life, make their finances approachable and grow their confidence. We listen first, we collaborate, and we execute. I am passionate about what I do, working with clients energizes me, and I create value by providing capabilities, direction and more confidence.

Why The Nolan Group?

  • The Nolan Group is a place where the genuine care of our clients is our priority.
  • We strive to provide the finest personal financial planning services for our clients who will enjoy a positive, warm, relaxed, yet refined ambience.
  • We want our client experience to go above and beyond, instill well-being, and fulfill even the unexpressed wishes and needs of our clients. We expect to delight our clients.
  • We obsess over culture here because culture helps attract amazing employees who are truly dedicated to our team’s outstanding client service model. Our culture happens to be a passionate, fun, spunky, positive, and organized group of moms.
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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)