A complete list of active advisors currently associated with HOLDER Wealth Management

Warmer can help you find a great advisor at HOLDER Wealth Management or one who fits your needs even better.

Holder Wealth Management serves a mix of individual and high-net-worth clients as well as trusts, pension plans, charitable organizations and corporations, managing approximately $283.97 million in discretionary assets for about 295 clients with a team of four advisors. Services described in the brochure include discretionary portfolio management, financial planning and estate planning, plus hourly fee-based investment consulting; the firm notes it has no formal account minimum though clients generally have around $100,000 in investable assets. The firm’s investment approach relies heavily on research from Dimensional Fund Advisors and favors a buy-and-hold allocation implemented primarily with index-style and DFA funds, while retaining the ability to use mutual funds, ETFs, individual equities and certain option strategies as appropriate. HWM uses third-party vendors and software for analysis and reporting, manages accounts on a discretionary basis, and provides customized written reports to clients at least quarterly. Compared with many peers, HWM’s brochure discloses affiliations with both an accounting practice (Daniel E. Holder & Associates) and a separate law practice maintained by a principal, and it states the firm may refer clients to those affiliates while noting clients are under no obligation to use them. The brochure also highlights the firm’s receipt and use of DFA research materials and references outside publications and practice-management materials available through its recommended custodian, reflecting a level of external research and client communications that is less common among similar team firms.

To learn more about the advisors currently working at HOLDER Wealth Management, 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.