A complete list of active advisors currently associated with Holistic Financial Partners, LLC
Warmer can help you find a great advisor at Holistic Financial Partners, LLC or one who fits your needs even better.
Holistic Financial Partners, LLC provides wealth management, financial planning, retirement plan consulting and investment management to individuals, trusts, estates, corporations and employee benefit plans. The firm’s March 2026 brochure reports approximately $444.6 million in discretionary assets under management and describes both comprehensive wealth management engagements and stand‑alone planning services. The firm combines behavioral finance analysis with a derivative of Modern Portfolio Theory to establish strategic allocations, uses tactical adjustments driven by fundamental, technical and cyclical analysis, and applies scenario analysis with one‑year loss thresholds to inform portfolio changes. HFP manages assets directly, engages independent managers for portions of client portfolios, and states it conducts ongoing monitoring with at least quarterly reviews. Compared with many peers, HFP has a notably high client load relative to advisors—serving several hundred clients per advisor while managing all AUM on a discretionary basis—and it acts as sponsor and manager of its own wrap fee program (the Holistic Financial Partners Program). The brochure also discloses margin costs and the potential for prime brokerage arrangements and describes receipt of platform software and trading support from Schwab, indicating the firm’s operational model can include borrowing/margin and reliance on custodial technology and execution services.
To learn more about the advisors currently working at Holistic Financial Partners, 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.
Name |
Location |
Years of experience |
|---|---|---|
Indianapolis, IN
| 10
| |
Indianapolis, IN
| 17
| |
Indianapolis, IN
| 9
| |
Indianapolis, IN
| 22
|
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