Nick Moylan

I take an active, hands-on approach to investing, grounded in a deep understanding of how financial markets function and evolve. My work centers on building disciplined, customized strategies designed to help clients navigate uncertainty and pursue long-term success.

I’ve been working with clients since 2012 and began my career at two of the world’s leading financial institutions—J.P. Morgan and Morgan Stanley—where I was recognized as a top performer in highly competitive environments. That institutional foundation continues to shape my work today, blending rigorous analysis with creative, flexible problem-solving.

Based in the Chicago suburb of Vernon Hills, I work selectively with clients and treat every relationship as if it were a family member’s finances. My focus is on delivering thoughtful, personalized solutions that help clients not only plan for retirement, but confidently achieve major life milestones—from significant purchases to lasting financial independence.

Outside of my professional life, I’m deeply curious by nature. My interests span culinary exploration, cinema, fine automobiles, and mechanical watches—crafts that, like investing, reward patience, precision, and long-term thinking. I value time outdoors, whether biking or simply being in nature, and I’m a lifelong animal lover with plans to establish a foundation dedicated to supporting cats.

That balance—between discipline and creativity, analysis and empathy—defines both how I live and how I invest on behalf of my cherished clients.