A complete list of active advisors currently associated with Holcomb Financial

Warmer can help you find a great advisor at Holcomb Financial or one who fits your needs even better.

Holcomb Financial is an independent, fee-only advisory firm led by a single advisor that serves individuals, small business owners, employer-sponsored retirement plans, and charitable organizations. The firm offers wealth management and investment management, project-based and ongoing financial planning, Personal & Business CFO services for small businesses, and retirement plan consulting and management. The adviser implements client strategies through asset-allocation frameworks and a mix of long-term passive approaches while also using outside managers and technology-supported model portfolios to construct accounts, typically on a discretionary basis. Clients receive written financial plans and periodic reviews, and the firm uses custodial and reporting platforms and planning dashboards to consolidate monitoring and reporting. Compared with many peers, the firm highlights several uncommon services: it provides retirement-plan consulting and may act as an ERISA investment manager, runs educational seminars and speaking engagements for groups, and advertises third‑party ratings. It also offers Personal & Business CFO services with dashboard tools and continuous net-worth tracking for small business owners, and operates as a relatively new, small-scale adviser managing under $6 million for a limited number of clients while the sole advisor discloses a separate family business activity.

To learn more about the advisors currently working at Holcomb Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.