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If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
I work with a focused group of families across the northwest and North Shore suburbs: business owners, professionals in their peak earning years, people within 10 years of retirement, and those who've recently inherited wealth. At these stages, the decisions get bigger and the room for error gets smaller. Should you sell the business, and when? How do you turn a lifetime of savings into reliable income? What do you do with an inheritance so it lasts? I help you answer those questions with a clear, written plan, then stay with you as life changes. We start with what you want your money to do for you before we ever talk about investments. I coordinate with your CPA and estate attorney so nothing falls through the cracks, and you'll hear from me before you need to call me. The first conversation is complimentary, in person or by video. Edward Jones. Member SIPC.
Overview
Hired 3 times
Serves Rolling Meadows, IL
Background checked
License verified
1 employee
4 years in business
Business hours
This pro hasn't listed their business hours.
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Services offered
Service type
Work location
My customers travel to me
I travel to my customers
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
5.0
2 reviews
5
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Stephanie J.
Sep 22, 2022
Nolan was proficient in explaining what is best for me in order to reach my financial goals. He broke it down so I could easily understand. Gave me excellent tips in ways to start saving now. I know if I have any further questions He will be there for me.
Chris F.
Jun 29, 2024
•
Hired on Thumbtack
Was great and full of knowledge!
Personal Financial Planning
Credentials
License
License type: Investment Adviser Representative
License state: IL
License verified on 10/15/2026
License
License type: Broker (Securities)
License state: IL
License verified on 10/17/2026
Background Check
Nolan Webster
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Our first conversation is complimentary and there's no obligation. Depending on the accounts and services that fit your situation, compensation may be an asset-based advisory fee or commissions on specific investments. I'll walk you through all costs clearly before you make any decisions.
What is your typical process for working with a new customer?
1) Discovery: we talk about your goals, family, business and what keeps you up at night, before we talk about investments. 2) Plan: I put together a written strategy covering investments, retirement income, taxes and protection. 3) Implementation: we put the plan in motion, coordinating with your CPA and attorney as needed. 4) Ongoing reviews: we meet regularly and adjust as your life changes.
What education and/or training do you have that relates to your work?
I hold an MBA and the FINRA Series 7 and Series 66 licenses, and I'm supported by Edward Jones' training and research teams. I'm committed to ongoing education so my clients benefit from current planning strategies.
