Our Philosophy

A group photo of Nold Financial Group
 

At the Nold Financial Group, we believe in honest communication with our clients and emphasize a detail-oriented, personalized approach.  From the very first meeting, we will talk openly with you about your unique situation, how we can best assist you, and what costs you can expect.  We strive to make your experience with us professional, straightforward, and customized to your own life and goals.

Using a disciplined investment process, the Nold Financial Group leverages Stifel's nationally recognized equity research as well as our team's in-house Registered Investment Associate for additional investment analysis and portfolio construction support. For those who seek a monthly income, the team will help you develop a portfolio designed to generate returns on a continual basis.  For clients who are in the wealth accumulation stage, the team will create tax-efficient investment strategies designed to maximize growth potential while taking into consideration your risk tolerance.

Our team has the integrity, knowledge, and skills necessary to help you navigate the financial challenges you may face now, fifteen years from now, and beyond.  We take a personal, attentive approach with our clients, employing one-on-one portfolio reviews, regular phone calls, and mailings, as well as hosting client events.  With your best interests at the forefront, let us show you how we can help you pursue your short- and long-term goals.  Thank you for placing your trust in us.