Nold Bryant Planning & Investments

Nold Bryant Planning & Investments Nold Bryant specializes in helping individuals like you prepare for retirement. We believe in financial planning.

It is the foundation for everything we do because only through that lens can we design and implement a strategic vision for long-term success. Above all else, at Nold Bryant we are focused on planning, integrity and your best Interests. In the journey of life, we are here to keep you, your family and your community on the right path. Services include:

- Retirement Distribution Strategies
- Weal

th Accumulation Strategies
- Financial Planning, Fee Only Planning
- Family Income Protection Strategies
- Education Funding, Special Needs Planning
- Tax Reduction Strategies
- Portfolio and Investment Analysis
- Wealth Management and Transfer
- Charitable Gifting Strategies
- Estate, Legacy and Beneficiary Planning
- Life, Disability and Long-Term Care Insurance
- Business Owner Planning
- Benefit and Compensation Plans
- Retirement Plans, 401(k), SEP, SIMPLE Plans
- Continuity and Succession Planning

06/05/2026

Happy National Donut Day! 🍩

Allow me to introduce you to our Paraplanner, Zach Dudley!Zach started with us in the summer of 2025 after previously wo...
06/04/2026

Allow me to introduce you to our Paraplanner, Zach Dudley!

Zach started with us in the summer of 2025 after previously working as an educator. At Nold Bryant, he helps out behind the scenes updating information on financial plans, helping to enter tax returns, and coordinating with the firm's financial advisors on a variety of other tasks.

When he's not at work, Zach enjoys reading, hiking, biking, and spending time with his family. He and his wife Lauren are active foster parents with a newborn baby in their care right now. Helping others is a big part of who Zach is, at work and at home.

Two fun facts about Zach: 1. He and Lauren have a goal of eventually visiting every national park and every Missouri state park. 2. He's a trivia enthusiast and has taken the test to be a contestant on Jeopardy.

Next time you're in the office, say hi to Zach! 😃

06/03/2026

Are you wondering what's happening in the markets right now? Check out our latest market review!

On May 28,1588, the Spanish Armada, also known as the "Invincible Armada", set sail from Lisbon on a mission to secure the English Channel and transport a Spanish invasion army to Britain from the Netherlands. Fast forward 438 years later, and a similar body of water to the English Channel, this tim...

05/29/2026

Is your trust set up the best way that it could be? Please feel free to reach out to our office if you'd like us to take a look at yours.

In an effort to make 2026 your most intentional year yet, it’s time to consider this question: When Was the Last Time Your Trust Was Reviewed? Here’s something we see often… A family sits down to review their estate plan, only to realize it was built for a completely different world. Different...

05/25/2026
While we celebrated Austin's 40th yesterday, we also said goodbye to our good friend Laura on her last day at Nold Bryan...
05/22/2026

While we celebrated Austin's 40th yesterday, we also said goodbye to our good friend Laura on her last day at Nold Bryant. Laura has been such a wonderful advisor and advocate for her clients over the last few years, and she will be greatly missed! Please help us wish her well.

This is the letter that we shared prior to her departure:

Friends and clients,

After much deliberation, I have decided to step away from financial planning to be at home with my kids, with my last day at Nold Bryant set for May 21, 2026. This decision comes with a mix of gratitude, reflection, and appreciation for a career that has meant a great deal to me.

I began advising clients in 2008, and over the years I've had the privilege of working with many wonderful mentors, coworkers, clients, and friends. I have always valued and honored the trust clients place in their advisor and the opportunity to walk alongside them through life's many events and transitions. My years at Nold Bryant have been the most meaningful and impactful of my career, and I sincerely believe this firm provides the highest level of financial planning in the region. The depth of expertise, integrity, and genuine care for clients here are truly exceptional. It is because of that strength and the people behind it that I feel so confident in this decision and in the continued care clients will receive.

This next step for my own family is, in many ways, a reflection of the kind of planning I've always encouraged. Every client's goals are different, but the process of identifying what matters most and building a plan around it is what makes this work so rewarding. Over time, thoughtful financial planning can create confidence, security, and freedom to make meaningful life choices. My hope is that you continue to approach your financial planning with intention, dreaming a little bigger and using your advisory team's tools and guidance to help you get there.

I am so grateful for having been part of the Nold Bryant family. It has been one of the most wonderful privileges of my life.

With sincere gratitude and best wishes for each of you,

Laura

Please help us wish a VERY Happy Birthday to our fearless leader! He turns the big 4-0 today. 😀🎂🥳
05/21/2026

Please help us wish a VERY Happy Birthday to our fearless leader! He turns the big 4-0 today. 😀🎂🥳

Nursing students spend years learning how to care for others, but personal financial education is often overlooked. We’r...
05/18/2026

Nursing students spend years learning how to care for others, but personal financial education is often overlooked. We’re grateful for the opportunity to partner with Missouri Western State University to help future nurses build confidence in their financial lives, and we’re honored to see this collaboration highlighted in a published article discussing the importance of financial literacy in nursing education.

You can read the full article in the print journal, Nursing Economic$, in our office.

We wanted to wish a big CONGRATULATIONS to Austin's wife Laura on graduating with her Doctorate of Nursing Practice! We'...
05/15/2026

We wanted to wish a big CONGRATULATIONS to Austin's wife Laura on graduating with her Doctorate of Nursing Practice! We're all so proud of you, Dr. Nold! 🎉🎉

Let us introduce you to our wonderful Wealth Planner, Hunter Rich! Hunter has been with Nold Bryant since 2023 and prior...
05/14/2026

Let us introduce you to our wonderful Wealth Planner, Hunter Rich! Hunter has been with Nold Bryant since 2023 and prior to that, had a career in banking. Hunter enjoys working with a variety of clients to help them achieve their financial goals. He was recently named a 2026 NextGen Advisor of the Year, an award recognizing an advisor in their first three years who demonstrates standout client impact, professionalism, and dedication to the future of financial planning. We’re so proud of him!

A fun fact about Hunter is that he's a chess national champion! In high school, when other kids were traveling for sports tournaments, Hunter was traveling the country playing chess.

In his free time these days, Hunter likes smoking meats, camping, hiking, and spending time with his family – his wife Goldie, and their two little boys Malaki and Tucker (plus a new baby girl on the way). If you’ve never met Hunter, stop in and say hello! 😃

Address

3101 Frederick Avenue
Saint Joseph, MO
64501

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+18166486700

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