A complete list of active advisors currently associated with Holland Advisory Services, Inc.

Warmer can help you find a great advisor at Holland Advisory Services, Inc. or one who fits your needs even better.

Holland Advisory Services primarily works with pre‑retirees and retired individuals, their trusts, estates, and retirement accounts, as well as retirement plan sponsors. The firm offers discretionary portfolio management, financial planning and financial advice, pension consulting, and access to insurance products through an affiliated insurance agency. Investment strategy centers on Modern Portfolio Theory and asset‑allocation-based Active Strategic strategies implemented mainly with a mix of indexed and actively managed mutual funds and ETFs, with portfolio adjustments typically made three to five times per year. The firm tailors allocations to clients’ risk tolerance, time horizon, liquidity and tax considerations, and has recently incorporated exchange‑traded products that hold digital assets into its allocation models. What is most distinctive is the firm’s network of affiliated businesses, including a tax and accounting practice, an affiliated trustee entity through which a principal may serve as trustee or successor trustee, and related service companies; these relationships are disclosed and may be used to provide integrated tax, trustee and investment services, creating potential conflicts of interest that the firm discloses and permits clients to decline. The firm also uses institutional custody and service arrangements that provide operational and research support to its advisory program.

To learn more about the advisors currently working at Holland Advisory Services, Inc., 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.