A complete list of active advisors currently associated with Holistic Finance LLC

Warmer can help you find a great advisor at Holistic Finance LLC or one who fits your needs even better.

The firm provides investment advisory and financial planning services primarily to individual clients, including both high‑net‑worth and non‑HNW households. Offerings include discretionary and non‑discretionary portfolio management, ongoing financial planning, estate‑planning support via an interactive document platform, assets‑under‑advisement monitoring for externally held accounts, and ERISA 3(21) retirement‑plan advisory services. Investment strategies are tailored to each client’s goals, time horizon, and risk tolerance and rely principally on fundamental analysis; the firm may use model portfolios from a third‑party model marketplace and will act discretionarily when authorized. Accounts are reviewed at least quarterly, outside accounts are monitored monthly or quarterly, and clients receive periodic planning check‑ins to align investments with broader financial objectives. Distinctive aspects disclosed in the brochure include operating five offices while managing roughly $7.9 million across about 198 accounts, a firm principal’s licensure and compensation as an insurance agent (resulting in commission income), and the provision of estate‑document services through the ENCORE platform; the firm also recently discontinued use of third‑party money managers. These features create potential conflicts of interest that the brochure says are disclosed and subject to the firm’s stated procedures and fiduciary obligations.

To learn more about the advisors currently working at Holistic Finance 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.