The Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

PAUL F. NOLAN - Financial Advisor

Helping clients with financial issues of every description, fills every day of the working life of the firm's Principal; Paul F. Nolan. He really enjoys the people and finds doing a good job very satisfying.

Paul, has earned a Bachelor's Degree in Accounting, a Master's Degree in Public Administration and university certificates in Financial Planning and Family Mediation. He holds multiple professional licenses: Certified Public Accountant, Certified Mediator, Insurance Agent, Stock Broker, and Registered Investment Advisor, as well as several Board designations: Certified Senior Advisor, Personal Financial Specialist, and Certified Fraud Examiner. Recognized as an "Expert Witness" in financial matters, Paul has provided testimony before two United States Senate Committees, Courts in six Federal Districts, and Courts in four States. He is a retired FBI Special Agent, and a former American Diplomat (a Legal Attache of the United States Department of Justice). Married for 46 years, he is the father of two sons, and grandfather of six children.

DAVID E. BARRON - Investment Representative

Investment Representative, David E. Barron, assists clients and manages their increasingly complicated financial life, preparing them to cope with changes that occur during retirement. Some retired people, he recognizes, outlive their wealth especially when health issues intervene, if the pieces of their financial life, investments, taxes, insurance, and mortgages, are managed separately. Thus, he advocates an integrated approach and professional monitoring of finances. For our clients, David conducts a financial check up, looks at all the pieces, measures risk tolerance, identifies goals and objectives, analyzes portfolio investments, formulates a personalized suitable investment strategy with diversification and proper asset allocation, for our client's benefit. Once adopted, he implements changes to improve portfolio performance and increases the likelihood that goals and objectives will be met.

David participates in the Firm's portfolio monitoring program. For clients electing this level of service, he informs them of factors that impact upon their investments, and with client participation, conducts periodic portfolio rebalancing. His tenacity in guarding client's accumulated wealth and his understanding of investments have made him a valuable partner for clients striving to preserve their accumulated wealth and maintain the quality of their lives. His investment experience is very broad including value equities, growth equities, small cap stocks, convertibles, taxable & tax preferred fixed income.

He holds Bachelor and Master's Degrees from the University of Toronto. Prior to joining the Firm, he was an official of a Canadian trade association, representing the association's interests in North America, Europe, and elsewhere worldwide.

DORIS L. NOLAN - Eldercare Manager

The firm's Eldercare Manager, Doris L. Nolan, CSA, is an actively engaged advocate, protecting the rights and possessions of our clients whether they live independently, in senior communities, in assisted living facilities, in nursing homes, recouperating in a hospital, or transitioning from one living environment to another. She is particularly concerned about those seniors who are incapacitated. For clients, she arranges for everything from medical services to yard work; interfaces with their accountants, attorneys, bankers, companions, dentists, family, financial planners, housekeepers, movers, nurses, physicians, realtors, therapists, etc., whoever is needed. She coordinates the efforts of those needed to assist her clients.

Doris received her early education from the Revere (Mass.) Public School System and completed her formal education at Boston University, Boston, Massachusetts. She is a licensed Professional Guardian and holds the prestigious Certified Senior Advisor professional designation. She has been employed in personnel, managed a medical practice, assisted a restaurant chain's quality control efforts, and administered a program for foreign physicians seeking American licensure.

Over 29-years she has moved 15 times supporting her husband's FBI career. Because of her experiences living in different cultures both in the United States and abroad, she is very comfortable interfacing with people of all ages, races, social and economic conditions.  She has been married for 46 years, and is most proud of her two sons, and six grandchildren. When not engaged in Firm endeavors, she is active in her church and volunteers at a hospice.