Meet Dave Noland

Financial Advisor for Small Business Owners

Financial Advisor for Small Business Owners

Too many small business owners feel they need to do it all on their own. Dave has seen first-hand the financial challenges they face.

Challenges like:

  • How to avoid paying too much in taxes
  • How to build a competitive retirement plan for employees
  • Cash flow 
  • How to handle unexpected expenses 
  • Economic challenges
  • How to integrate personal finances and retirement goals with business finances
  • How to retain good employees

We get it.

Trying to take on these challenges is time-consuming and requires a high level of expertise most business owners don't have.

As a CERTIFIED FINANCIAL PLANNERTM professional and having worked with small business owners for over a decade, Dave Noland, CFP® specializes in helping business owners build confidence and clarity in their financial decision-making.

More freedom, less worry. Better financial decisions, less taxes.

When you work with Dave Noland® in Summit Wealth Group's Franklin, TN office (located outside of Nashville), you will be receiving independent, fee-based advice. As a fiduciary, Dave is legally obligated to act in your best interest, so you can be sure the advice you receive is free from conflicts of interest. 

What does working with Dave look like? It looks like more time and freedom to do the things you enjoy. It means you can be sure you have a tax strategy that minimizes the amount you pay to Uncle Sam. It means you have a financial plan in place that will allow you to manage your business with ease and confidence that your business is well positioned. It means you are equipped with the tools you need to lead a successful business long-term. 

Summit Wealth Group's financial planning process is completely tailored to you. Utilizing Summit's in-house financial planning team, Dave will create a plan that aligns with your unique journey and specific goals. As a CERTIFIED FINANCIAL PLANNERTM professional, Dave has a fiduciary responsibility to manage assets in a way that aligns with your best interests. 

Fee-Based

Dave provides advice to business owners through a fee-based consulting arrangement which allows you the opportunity to only pay for the services you need.

Fiduciary

As a CERTIFIED FINANCIAL PLANNERTM professional, Dave is considered a legal fiduciary. This means that he is legally obligated to provide advice that is in your best interest.

Independent

Summit Wealth Group's relationship with Commonwealth Financial Network means clients of Dave have access to a wider variety of options to help customize a financial plan that will be effective for you.

Planning-First

At Summit, we believe the financial plan provides a foundation for all financial decisions to be made. This process often provides business owners exactly what they are looking for to build their confidence and clarify their options.

Your Journey Starts Here:

Schedule Appointment

Schedule Appointment

It all starts with clicking the link below to schedule an appointment. Specify that you would like to meet with Dave and choose the times that best work for you. The Nashville, TN team at Summit will reach out to confirm the appointment.

Meet With Dave

Meet With Dave

Dave will meet with you at the scheduled time for a complimentary discovery meeting to find out where we can best assist you on your financial journey.

Receive a Customized Financial Plan

Receive a Customized Financial Plan

After the discovery meeting, if you decide to move forward, we will create a detailed financial plan completely customized to you. You can use this as a guide to help you make critical financial decisions for your business with complete confidence.

Summit Wealth Group: Franklin, TN

Schedule a Free Consultation With Dave

Schedule a Free Consultation With Dave

Dave would love the opportunity to connect in person if you are in the Nashville area. Not in the area? That's okay! Dave has clients all over the world! Let us know if you are unable to connect in person, and we will set up a virtual face-to-face meeting.

Dave is pleased to offer a complimentary initial consultation. Please click the link below and specify that you would like to meet with Dave!