Nolan Wealth Management

What Nolan Wealth Management does

Nolan Wealth Management is a privately held, boutique wealth management firm founded in 2003 by Brian A. Nolan, CLTC and headquartered at 475 Wall Street, Princeton, New Jersey. The firm operates with 1-10 employees (3 core team members identified) and delivers comprehensive financial advisory services to individuals, families, and small-business owners, including customized retirement planning, college fund planning, estate planning, income tax planning, investment planning, and insurance planning. It positions itself as an independent advisor free from conflicts of interest, coordinating multi-disciplinary planning across investments, estate, retirement, education, and tax domains.

The firm's product and technology surface is intentionally narrow and relationship-driven. Its principal technical asset is a secure Personalized Client Website portal providing 24/7/365 access to account balances and documents from any device worldwide, complemented by an extensive educational content library (NWM On The Mark monthly newsletter, topical articles, a video library, a 200+ entry financial glossary, tax resources, and financial calculators). Investment offerings include bonds, common stock, IRAs (Traditional, Roth, SEP, Simple), brokerage accounts, Treasury securities, and variable annuities; insurance offerings cover disability income, life, and long-term-care coverage. The site is delivered through FMG Suite, a third-party advisor marketing and content platform.

The business model is fee-based and affiliation-driven. Investment advisory and financial planning services are offered through Summit Financial, LLC (an SEC Registered Investment Advisor based in Parsippany, NJ), securities are offered through Purshe Kaplan Sterling Investments (Member FINRA/SIPC, Albany, NY), and insurance products are offered through Summit Risk Management, LLC (an affiliate of Summit Financial). Go-to-market is high-touch and consultative, relying on free initial consultations, a formal 'Refer a Friend' program, and ongoing advisor relationships, with no marketplace, reseller, or third-party distribution. The firm is licensed to serve clients in New Jersey, Pennsylvania, New York, Florida, Virginia, Arizona, and Delaware. Revenue is not publicly disclosed and there are no funding rounds, acquisitions, or M&A events in the record.

Name

Nolan Wealth Management

Legal name

Nolan Wealth Management, LLC

Website

https://nolanwealth.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

Nolan Wealth Management is an independent boutique wealth management practice in Princeton, NJ that delivers comprehensive financial planning, investment advisory, retirement, estate, tax, and insurance services to individuals, families, and small-business owners through affiliation with Summit Financial, LLC and Purshe Kaplan Sterling Investments.

Ownership category

akta.pro rank

Product category

Wealth Management & Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management
• Financial planning
• Retirement planning
• Investment advisory
• Estate planning

Headquarters

HQ city

Princeton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Advisor. Fee-based model typically aligned with assets under management (AUM) for ongoing wealth management relationships.
2. Insurance Products: Insurance services offered through Summit Risk Management, LLC, an affiliate. Includes life insurance, long-term care, disability income, and related insurance products as part of comprehensive financial planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Nolan Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, and small business owners. The firm coordinates investment management, retirement planning, estate planning, tax planning, college fund planning, and insurance planning through personalized advisory relationships. Investment advisory services are offered through Summit Financial, LLC (SEC Registered Investment Advisor), and insurance products through Summit Risk Management, LLC.

Product overview

Nolan Wealth Management is an independent wealth management firm offering comprehensive financial advisory services through a single integrated approach. The firm provides a coordinated suite of planning services including customized retirement planning, college fund planning, estate planning, income tax planning, investment planning, and insurance planning. Clients receive personalized client websites for secure 24/7 account access. The firm also offers investment products (bonds, stocks, IRAs, brokerage accounts, annuities) and insurance products (life, disability, long-term care). Additional client tools include a financial glossary with over 200 entries, tax resources, and financial calculators spanning retirement, investment, estate, insurance, tax, and lifestyle categories. Business services include continuity planning and group benefits administration.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Services Comprehensive financial advisory service combining investment management, retirement planning, estate planning, tax planning, and insurance services through a personalized approach for individuals, families, and small business owners.
• Customized Retirement Planning
• College Fund Planning Education savings planning service covering 529 Plans, Uniform Gift to Minors Act alternatives, Uniform Transfers to Minors Act alternatives, and gifting strategies for clients saving for college costs.
• Estate Planning Estate planning service including review of wills, trusts, power of attorney, and healthcare proxy documents, plus coordination with estate attorneys and tax professionals.
• Income Tax Planning Tax planning service that coordinates with estate, retirement, and business plans, including review of current tax strategies and ongoing support for long-term tax-efficient results.
• Investment Planning Individualized tax-efficient, global, multi-asset portfolio development combining detailed portfolio examination with client objectives and risk tolerance analysis.
• Insurance Planning Insurance evaluation and planning for life, long-term care, disability, and Medicare supplement coverages, coordinated with the client's overall financial plan.
• Business Services & Continuity Planning Business planning service covering group benefits, qualified plans, key person insurance, business valuation, and continuity planning for successful business transition or disposition.
• Investment Products Investment product offerings including Bonds, Common Stock, Traditional/Roth/SEP/Simple IRAs, Brokerage Accounts, Treasury Bills, Government Securities, Treasury Notes, and Variable Annuities.
• Insurance Products Insurance product offerings including Disability Income Insurance, Life Insurance, and Long-Term-Care Insurance.
• Financial Planning Products Financial planning service offerings covering Retirement Plans, Tax Plans, 401(k) Planning, 403(b) Planning, College Plans, Estate Plans, Money Purchase Plans, and Profit Sharing Plans.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered core.

• Summit Financial, LLCcoreStrategic or Co-development Partner · 1 September 2009Nolan Wealth Management offers investment advisory and financial planning services through Summit Financial, LLC, an SEC Registered Investment Advisor. Summit is headquartered at 4 Campus Drive, Parsippany, NJ 07054. This affiliation provides institutional-level resources while maintaining boutique advisory independence.
• Summit Risk Management, LLCcoreTechnology or IntegrationInsurance products and services are offered through Summit Risk Management, LLC, an affiliate of Summit Financial, LLC. This provides coordinated insurance planning as part of comprehensive financial services.
• Purshe Kaplan Sterling Investments (PKS)coreChannel Partner/ Reseller/ DistributorSecurities are offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207. PKS and Summit are not affiliated companies. Investment products are distributed through this brokerage relationship.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Fisher Investments: Major independent RIA focused on discretionary portfolio management for high-net-worth individuals and institutions. Comparable investment advisory focus and independent (non-wirehouse) structure, but with significantly larger AUM and institutional-style service.
• Purshe Kaplan Sterling Investments: Independent broker-dealer and FINRA/SIPC member that provides securities execution and custody services to Nolan Wealth Management. PKS supports a national network of independent financial advisors with brokerage and clearing services.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting over 22,000 advisors with custody, compliance, and product infrastructure. Comparable independent-advisor business model, though typically serving advisors across a wide range of sizes and strategies.
• Commonwealth Financial Network: Large independent broker-dealer and RIA platform supporting thousands of affiliated advisors. Comparable hybrid RIA/brokerage model serving independent wealth managers, with greater scale and broader technology infrastructure than Nolan Wealth Management.
• Summit Financial, LLC: SEC-registered RIA parent affiliate of Nolan Wealth Management headquartered in Parsippany, NJ. Summit provides the institutional platform, compliance, and investment advisory infrastructure under which Nolan operates, with hundreds of affiliated advisors across the country.
• Edelman Financial Engines: Large independent RIA offering comprehensive financial planning, investment management, and retirement income planning to individuals and families nationwide. Comparable comprehensive planning model, but with substantially greater scale and brand recognition.
• Carson Group: Large RIA platform and coaching organization supporting hundreds of independent advisors with technology, compliance, and back-office infrastructure — a structural peer to Nolan's Summit Financial affiliation but at significantly greater scale.
• Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive wealth management, retirement, estate, and tax planning to individuals and business owners — directly comparable service mix to Nolan Wealth Management but at vastly greater scale.

Emerging players

• Facet Wealth: Digital-first RIA providing flat-fee comprehensive financial planning to mass-affluent households nationwide. Targets a similar client segment as Nolan Wealth Management but delivers advice via a tech-enabled, lower-cost model that competes for the same wallet share.
• Personal Capital (Empower): Hybrid digital wealth management and financial planning platform serving mass-affluent and HNW clients, now owned by Empower Retirement. Comparable planning and investment management offering with a tech-enabled delivery model that pressures traditional boutique RIAs.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/nolan-wealth-management-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Nolan Wealth Management