Insights

Niche Expertise Nolan Financial specializes in executive benefit solutions such as nonqualified deferred compensation plans and supplemental retirement plans, indicating a strong focus on high-net-worth and executive client segments within the financial services industry.

Personalized Service Model The company employs a unique team-based administrative structure that ensures tailored, accurate, and direct service to each client, suggesting opportunities to leverage customized solutions for similar client-focused services.

Growing Revenue With annual revenues between 25 and 50 million dollars, Nolan Financial demonstrates operational success and a potentially expanding client base, which could benefit from additional strategic financial products or expansion into related services.

Independent Advantage As an independently owned firm with an open architecture platform, Nolan Financial has the flexibility to partner with diverse providers and customize solutions, presenting opportunities to introduce complementary financial technologies or products.

Market Focus Targeting executives in public, private, and tax-exempt organizations, including healthcare providers, positions Nolan Financial as a key player in serving specialized market segments that may require innovative retention and compensation strategies.

Nolan Financial Tech Stack

Nolan Financial uses 8 technology products and services including Open Graph, Microsoft 365, jQuery, and more. Explore Nolan Financial's tech stack below.

  • Open Graph
    Content Management System
  • Microsoft 365
    Email
  • jQuery
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting
  • X-UA-Compatible
    Web Tools And Plugins

Media & News

Nolan Financial's Email Address Formats

Nolan Financial uses at least 1 format(s):
Nolan Financial Email FormatsExamplePercentage
LastF@nolanfinancial.comDoeJ@nolanfinancial.com
41%
First@nolanfinancial.comJohn@nolanfinancial.com
9%
LastF@nolanfinancial.comDoeJ@nolanfinancial.com
41%
First@nolanfinancial.comJohn@nolanfinancial.com
9%

Frequently Asked Questions

Where is Nolan Financial's headquarters located?

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Nolan Financial's main headquarters is located at 6720b Rockledge Drive Suite 600b Bethesda, Maryland 20817 United States. The company has employees across 2 continents, including North AmericaOceania.

What is Nolan Financial's phone number?

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You can contact Nolan Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Nolan Financial's official website and social media links?

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Nolan Financial's official website is nolanfinancial.com and has social profiles on LinkedIn.

What is Nolan Financial's SIC code NAICS code?

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Nolan Financial's SIC code is 8741 - Management Services NAICS code is 52 - Finance and Insurance.

How many employees does Nolan Financial have currently?

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As of March 2026, Nolan Financial has approximately 25 employees across 2 continents, including North AmericaOceania. Key team members include Chairman Of The Board At Nolan Financial: M. E. N.Owner: M. N.Senior Vice President, Account Management: B. H.. Explore Nolan Financial's employee directory with LeadIQ.

What industry does Nolan Financial belong to?

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Nolan Financial operates in the Financial Services industry.

What technology does Nolan Financial use?

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Nolan Financial's tech stack includes Open GraphMicrosoft 365jQueryCloudflare Bot ManagementX-Content-Type-OptionsGoogle AnalyticsGoDaddyX-UA-Compatible.

What is Nolan Financial's email format?

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Nolan Financial's email format typically follows the pattern of LastF@nolanfinancial.com. Find more Nolan Financial email formats with LeadIQ.

When was Nolan Financial founded?

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Nolan Financial was founded in 1989.

Nolan Financial

Financial ServicesMaryland, United States11-50 Employees

As a leader in executive benefits for more than thirty years, Nolan Financial has specialized in the custom design, enrollment, funding and administration of nonqualified retirement plans for the benefit of executives of public, private and tax-exempt organizations.
 
Nolan Financial distinguishes itself by the way we partner with our clients and the service we are able to provide to sponsors and participants.
 
Independence and Culture: Independently owned and applying an open architecture philosophy and platform, for both plan design and funding, allows Nolan Financial the freedom to find the best solution for every client.
 
Service and Administration: While most providers silo each department within their administrative structure, Nolan Financial utilizes a unique in the industry team-based administrative structure. Specialized service teams are assigned to each client and provide every aspect of administration and service. No outsourcing or traditional call center. This enables Nolan Financial to provide unparalleled accuracy and service for both plan sponsors and participants. 
 
Nolan Financial services:
   
•	Nonqualified Deferred Compensation Plans (NQDC)
•	Supplemental Executive Retirement Plans (SERP)
•	Bank Owned Life Insurance (BOLI)
•	Executives of Tax-Exempt Organizations (457 b/f)
•	Physicians and/or Executives Tax-Exempt Healthcare Organizations (457 b/f)
•	Supplemental Executive Insurance Plans - Life and Disability

Please see website for full disclosures.

Section iconCompany Overview

Headquarters
6720b Rockledge Drive Suite 600b Bethesda, Maryland 20817 United States
Phone number
SIC Code
8741 - Management Services
NAICS Code
52 - Finance and Insurance
Founded
1989
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Nolan Financial's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Nolan Financial's revenue is estimated to be in the range of $25M$50M

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