Your Financial Home

The resources of a large firm with the personal attention of a family practice

Most people don’t want more opinions about money.

They want clarity.
They want to understand:

That’s where we come in.

At The Noles Group, we take the time to understand your full picture.

And when conversations get uncomfortable, we don’t step away.

We stay by your side through change, uncertainty, and hard decisions.

Built on Relationships

When you work with The Noles Group, you’re not handed off or routed through a call center. You have direct access to your advisor and support staff— and you know exactly who to call.

You can expect a timely response directly from your advisor within hours, not days. Behind the scenes, our team works together to provide continuity, now and in the future, so you’re never starting over or wondering who’s looking out for you.

Many clients tell us it feels less like hiring a firm and more like finding a financial home.

Our Team

Founder & CEO
With more than three decades in the financial industry, Danny leads the firm with a focus on relationships, education, and long-term guidance. Clients value his availability, honesty, and ability to explain complex decisions clearly.
Investment Advisor
​​Tyler Noles is an Investment Advisor at The Noles Group, where he helps individuals and families make confident, informed financial decisions.
Director of Operations
Parker ensures plans are implemented accurately and that complex situations are handled with care. He works behind the scenes and with clients to make sure nothing falls through the cracks.
Investment Representative
Chandler specializes in helping clients navigate Medicare and healthcare decisions as part of a coordinated retirement plan.
Investment Advisor
Jack Rivers is an Investment Advisor at The Noles Group, where he helps clients prepare for retirement and make confident financial decisions with greater clarity and purpose
Client Relations Specialist
Kende’lyn Thompson is a Client Relations Specialist at The Noles Group, where she focuses on building strong relationships and delivering a high level of care throughout the client experience.
Client Information Specialist
Evan Griffith is a Client Information Specialist at The Noles Group, where he plays a key role in supporting the firm’s technology, systems, and day-to-day client operations.
Office Manager
Kimberly Vivanco is the Office Manager at The Noles Group, where she plays a key role in ensuring the firm’s daily operations run smoothly while supporting both clients and advisors.

What We Do

We help clients bring their entire financial life into focus, including the following services:

Financial Planning

Many clients tell us it feels less like hiring a firm and more like finding a financial home.

Retirement Planning

Turning savings into reliable income

Investment Management

Managing risk with discipline

Legacy Planning

Preparing for the people and causes that matter

Estate & Charitable Planning

Coordinating with legal and tax professionals

Insurance Planning & Risk Management

Protecting against the unknown

Employer Retirement Plans

Helping individuals and businesses plan wisely

Our job isn’t to sell products.
It's to serve as fiduciaries to make sure everything works together, for you

The Financial Peace of Mind Blueprint™

A clear, repeatable process designed to replace uncertainty with understanding.

Why This Process Works

Our process is structured, without being rigid. Thorough, without being overwhelming. And designed to give you clarity at every step.

Most importantly, you’ll always understand:

We don’t guess.
We listen, engage, and work alongside you.
And we don’t step away when conversations get uncomfortable.

What We Do

Clarity doesn't just inform decisions, it changes how people feel and act

They stop watching the market every day

They stop second-guessing every decision

They stop wondering if they’re missing something.

They stop wondering if they’re missing something.

They feel confident - even when those around them aren't

Real results. Real people.

Your first step doesn’t have to be complicated

The first conversation is simple.
No pressure
No obligation
No sales pitch
No minimums

We’ll talk through your situation, answer your questions, and help you understand what your next best step might be.

A quick word on expectations

You don’t need to have everything figured out.

You don’t need a certain account size.

And you don’t need to make a decision right away.

If you’re open to learning, asking questions, and planning thoughtfully, we’re here to help.