Compassion. Planning. Customization.

WHY NOLD BRYANT

Compassion. Planning. Customization.

WHY NOLD BRYANT

Welcome

Welcome to Nold Bryant Planning & Investments where we are dedicated to guiding individuals and business owners like you on your financial planning journey, offering support that aligns with your greatest aspirations.

We strongly believe in the power of financial planning as the cornerstone of our approach. It is the foundation for everything we do because only through that lens can we craft and execute a custom, strategic vision for your long-term success.

Whether you’re aiming to safeguard and grow your business or pursue a secure and fulfilling retirement, our focus is on planning, integrity, and your best interests. At Nold Bryant, we are committed to keeping you, your family, and your community on the right path.

Building a foundation for generations to stand on.

Recognition

 Nold Bryant Planning | Investments
 Nold Bryant Planning | Investments

In 2021, Austin was named to Forbes’ Top Next-Gen Wealth Advisors List. In 2022, Austin was named to Forbes’ Best In-State Advisor List.

 Nold Bryant Planning | Investments
 Nold Bryant Planning | Investments

In 2024, Austin was named a Top 100 Financial Advisor and Nold Bryant was named a Top 50 RIA Firm by etf.com

All brokers and RIA firms have been verified through FINRA/SEC. The etf.com Leaders list is meant to be a starting point for all potential clients searching for an advisor that utilizes ETFs in portfolios. We encourage all clients looking for an advisory firm or advisor to vet their credentials and interview multiple professionals to get a full sense of their approach to investing, financial planning, and more. While advisors and firms have been checked clients should double check any and all metrics for any advisor they consider as they were self-reported. No fee or compensation was provided or required for consideration or inclusion on this list. All individuals or entities listed were selected based solely on merit, publicly available information, and/or information provided directly by applicants.

Everything we do is focused on you and your ever-changing needs.

Patee House Museum
Remington Nature Center
 Nold Bryant Planning | Investments
Country Club Plaza

We are excited to share that our registered investment advisor (RIA), Integrated Partners, has been listed in Barron's list of Top 100 RIA Firms for 2024.

Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.

Data provided by SHOOK® Research, LLC. Data as of 3/31/25. Forbes America’s Top Next-Gen Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. SHOOK considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

 Nold Bryant Planning | Investments

Pin It on Pinterest