A complete list of active advisors currently associated with Holdfast Wealth Management, LLC

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

Holdfast Wealth Management provides discretionary and non-discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients. The firm also acts as a co-advisor to other managers and offers services that support retirement plans and charitable planning for organizations. The firm’s investment approach emphasizes customized asset allocation tied to client goals, time horizon, and risk tolerance, with account reviews performed at least semi-annually and fundamental analysis used in security selection. HWM implements strategies through model portfolios and may engage sub‑advisors and platforms (including co-advisory relationships with Beacon, use of Orion, American Funds Service Company, Invesco, and Legacy Portfolio models), and it can consolidate unmanaged assets for reporting. What distinguishes the firm from many peers is that the principal maintains affiliated outside businesses — a law practice and insurance agency — and discloses the resulting potential conflicts of interest and external compensation. The firm’s explicit role in plan-level co-advisory work (including coordination with plan record‑keepers) and documented relationships with charitable organization clients are also notable relative to typical independent advisers.

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