R. Nolan Lewis, CFP®

Nolan Lewis brings a highly personal, people-first approach to financial advising, rooted in a lifelong passion for relationship-building and a desire to help others feel confident and secure in their financial lives. A graduate of Syracuse University with a degree in Finance, Nolan always knew he wanted to work with people—not just spreadsheets. His early interest in financial planning was shaped by witnessing a family member face a major financial loss during the turbulence of 2008 without trusted guidance. That experience sparked a commitment to work with others so don’t have to feel alone during uncertain times. 

Nolan’s style is approachable, intentional, and deeply engaged. He focuses on getting to know clients beyond the numbers, helping them clarify their values, goals, and legacy. He believes the best outcomes come from asking meaningful questions, listening intently, and developing plans that align with who clients are and where they want to go.

Nolan is a Certified Financial Professional and works closely with individuals and families through every stage of their financial journey—from accumulation to retirement and legacy planning. His clients appreciate the care and attention he brings to each conversation and the clarity he provides during life’s most significant transitions.

Outside of the office, Nolan enjoys traveling, playing golf and tennis, exploring new restaurants, and spending time with his wife and their golden retriever. A Philadelphia sports fan at heart, he’s always game for a spirited discussion on baseball or football. On his bucket list: attending each golf and tennis major at least once and building a life and career he can look back on with pride.

Favorite Quote: 

“It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.” -Theodore Roosevelt