A complete list of active advisors currently associated with Holistic-Solutions

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

The firm provides financial planning and investment consultation to individuals and businesses, and it also offers periodic educational workshops and seminars on topics such as retirement, college funding, and estate planning. Although categorized as an investment manager, the firm’s brochure states it currently does not report client assets under its direct management and may refer clients to third‑party managers when appropriate. The firm’s advice combines fundamental and technical analysis and commonly employs strategies such as core‑plus‑satellite and Modern Portfolio Theory, with an emphasis on diversified, tax‑efficient, and low‑cost investment vehicles where practical. Engagements can be delivered as broad-based or modular financial plans and are typically nondiscretionary, with investment policy statements prepared when appropriate and periodic or on‑demand reviews encouraged. Compared with many peers, the firm uses hourly and fixed‑fee planning arrangements rather than a percentage‑of‑assets model and discloses that some newly offered services (insurance sales, notary and loan‑signing activities) may involve commissions. The combination of offering educational seminars, charging hourly fees, and providing commissionable insurance services — while reporting no direct AUM — is an uncommon mix among firms in this category.

To learn more about the advisors currently working at Holistic-Solutions, 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.