At our core, we are problem-solvers.
AT OUR CORE, WE ARE PROBLEM SOLVERS.
What Makes Us Different? We Are Custom for You
From our years of service as financial planners and investment managers, we’ve learned one absolute truth: Everyone deserves solutions uniquely crafted for them.
That means a plan that is uniquely their own, a portfolio crafted for them, and client service tailored to them and their family.
At Nold Bryant, we hate the idea of “one-size-fits-all” because, frankly, it never does. Our mission is to be one-size-fits-one.
We pride ourselves on being:
- Proactive communicators: We don’t just want to be the first phone call when you need us. We want to see the problems first, reach out, and help you prepare for whatever lies ahead.
- Personalized portfolio builders: If your financial plan is tailored to you, shouldn’t your portfolio be as well? Every solution is individualized to suit your goals, values, and needs.
- Tailored experience providers: We never serve two clients the same way because no two clients are the same. You deserve unreasonable hospitality always.
At Nold Bryant, we take what we do seriously, but we don’t take ourselves too seriously. We bring our real selves to help solve real problems. To us, you’ll never be just a number on a spreadsheet. To us, you’ll always be a person, working with a person who is here to help.
And that to us is everything.
Customization isn’t part of who we are; it is who we are. We are always striving to exceed expectations. And at Nold Bryant, that quest never ends.
Above all else, at Nold Bryant we are focused on planning, integrity and your best Interests.
ABOVE ALL ELSE, AT NOLD BRYANT WE ARE FOCUSED ON PLANNING, INTEGRITY AND YOUR BEST INTERESTS.
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.
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