A complete list of active advisors currently associated with Holistic Planners
Warmer can help you find a great advisor at Holistic Planners or one who fits your needs even better.
Holistic Planners Network, LLC serves individual clients, including both high‑net‑worth and non‑HNW households, by providing discretionary and non‑discretionary asset management alongside financial planning and consulting. The firm offers ongoing portfolio management, investment selection and monitoring, and delivers written financial plans that address education planning, retirement income, estate and tax considerations. The firm tailors strategies to each client’s stated objectives and uses both fundamental and technical analysis to inform investment decisions; disclosed strategies range from long‑term holdings to shorter‑term trading and option writing. Financial consulting can be provided on a one‑time or ongoing basis and is structured to produce completed plans within the timeframe described in the brochure. What distinguishes the firm is the managing member’s outside business activities: an affiliated insurance agency and a business‑consulting practice that the brochure states will be offered to clients for separate, typical compensation (disclosed conflicts are mitigated by firm policies and fiduciary obligations). The brochure also notes the firm’s use of educational seminars/workshops and custodial/soft‑dollar relationships to obtain research and services—features that are less common among similar small advisory firms.
To learn more about the advisors currently working at Holistic Planners, 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 |
|---|---|---|
Washington, DC
| 21
| |
Waldorf, MD
| 25
|
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