Bryant Financial Advisory

Welcome to Bryant Financial Advisory, Inc. We are a team of dedicated financial professionals with over 30 years of experience in providing wealth management services. Our mission is to help you build and use your wealth wisely, no matter what stage of life you are in.

Nancy T. Bryant, MBA, CFP, is the founder and wealth manager of Bryant Financial Advisory, Inc. With a background in education, investment research, portfolio management, and advising, Nancy has the skills and knowledge to address the financial needs of her clients in a comprehensive way. She has worked with individuals, families, trusts, foundations, and retirement plans to formulate and implement investment strategies tailored to their unique goals and circumstances.

Financial Goal Setting

At Bryant Financial Advisory, Inc., we believe that the financial planning process is built around goal setting. We work closely with our clients to help them formulate and quantify their desired financial goals, whether it's achieving financial independence, saving for their children's education, or planning for retirement. We then co-create a "how-to" plan for meeting those goals and review progress at least annually. We measure progress towards the goals, suggest action steps, and make adjustments as necessary to ensure that our clients stay on track.

Investment Planning

Managing your assets prudently so that you can successfully meet your intended goals is at the core of sound investment management. At Bryant Financial Advisory, Inc., we work with our clients to create an investment plan that fits their risk profile, return expectations, earning and savings capacity, and intended goals. We take a long-term approach to investing and help our clients to maximize their investment return through a diversified portfolio and disciplined investment strategy.

Retirement Planning

Planning for retirement is a crucial aspect of financial planning. At Bryant Financial Advisory, Inc., we discuss the many avenues of saving for retirement in the most effective and tax-efficient manner possible given each client's needs and circumstances. We recommend a plan for drawing down assets in retirement in order to maximize the use and longevity of the assets over our clients' lifetimes.

Asset Protection and Risk Management

We believe that safeguarding our clients' investment portfolio is essential to their financial well-being. At Bryant Financial Advisory, Inc., we review potential risks that could threaten a client's financial stability and recommend ways to adequately cover those risks in the most cost-effective manner. We don't sell insurance products; instead, we analyze current coverage for appropriateness and adequacy and suggest coverage that would best protect a client's assets and financial position.

Additional Services

At Bryant Financial Advisory, Inc., we offer a range of additional financial services, including estate planning, tax planning, cash flow management, and client education. We also provide investment-consulting services to family trusts, foundations, and retirement plans.

Educational Background

Nancy T. Bryant holds an MBA in Finance from Loyola College in Baltimore, MD, and a Bachelor of Science in Secondary Education from SUNY Albany, NY. She is a Certified Financial Planner (CFP) and has been named to the "Guide to America's Top Financial Planners" published by Consumers' Research Council of America. Nancy is also an Accredited Investment Fiduciary.

Professional Licenses and Affiliations

Nancy T. Bryant is licensed as a Certified Financial Planner (CFP) and is an Accredited Investment Fiduciary. She is also a member of the Financial Planning Association and the National Association of Personal Financial Advisors.