A complete list of active advisors currently associated with Holistic View Financial, LLC

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

Holistic View Financial, LLC is a fee‑only investment adviser serving individuals, families and small businesses, managing roughly $33.5 million for about 26 clients in a single‑advisor practice. The firm offers ongoing comprehensive financial planning, stand‑alone investment management, one‑time plans and ad hoc hourly advisory engagements, and it also provides income tax compliance services including preparation of federal and state returns and audit support. The firm primarily employs a passive investment approach, constructing diversified portfolios with low‑cost index mutual funds and ETFs, low turnover, and an emphasis on tax efficiency, while developing client‑specific investment policy statements to guide portfolio construction. Ongoing relationships may include discretionary portfolio management with periodic reviews and reporting, and the adviser requires a minimum investable asset threshold for its ongoing advisory services. What is distinctive about the firm is that its principal holds both CFP and CPA credentials and combines investment advice with tax preparation and IRS/state audit assistance—services that are uncommon among peers. The adviser also conducts educational seminars and speaking engagements and maintains a separate finance/accounting consulting practice (up to about 20% of the principal’s time), which brings additional business‑planning and tax consulting capabilities to its client mix.

To learn more about the advisors currently working at Holistic View Financial, 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
Sunil Harpalani	Jamaica Plain, MA	9

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