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.
Over the past 25 years, Nolan Financial has continued to grow and expand. In early 2012, Nolan Financial opened a new administrative center in Dallas, Texas. The new office was opened in response to the firm’s growing national client base and extended the support of Nolan Financial’s core team of professionals, headquartered just outside Washington, D.C.
In early 2014, Nolan Financial’s national headquarters moved to a larger facility to accommodate its growing workforce. The new office will help meet the firm’s current needs while providing additional space for continued expansion in the coming years. Nolan Financial’s experienced team, commitment to its clients, and strict protocols and procedures are responsible for the firm’s success.