Nolan Morgan

As a Investment Advisor, Nolan finds satisfaction in many areas of his job, but none more than helping clients gain greater financial clarity so they can feel empowered to pursue their goals. Acting as his clients’ co-pilot, Nolan seeks to eliminate the stress of financial planning and simplify the process using Aerodyne Wealth Management’s Financial Flight Plan.
“We want people to rediscover their callings, hobbies and desires for the next 30 years of their lives,” says Nolan. “We take extra time getting to know our clients and give them permission to aim for something meaningful in retirement.”
Nolan is a seasoned professional with a varied and colorful business background. He began his career in financial services over a decade ago, most recently as a key associate with another wealth management firm in Oregon. This past year, Nolan obtained his Series 65 license to branch out as an independent Financial Advisor, forming Aerodyne Wealth Management in the summer of 2023. Nolan is one of only a few Registered Social Security Analysts in Oregon.
When not serving his clients, Nolan provides health and lifestyle coaching as a Certified Epigenetic Health Coach. Nolan and his wife, Hilary, have a short-term goal in common: obtaining their private pilot licenses.