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

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

Holland Financial Services is an independent advisory firm serving individual and high‑net‑worth clients through ongoing asset management, financial planning, and non‑securities advisory work. The firm reports one primary advisor and manages roughly $75.6 million in client assets while also providing employee benefit and insurance agency services. The firm offers both discretionary and non‑discretionary portfolio management and may place client assets in Charles Schwab wrap programs or recommended third‑party managers (the brochure cites access to managers such as Ladenburg Thalman). Financial planning is provided on an hourly basis (the brochure discloses a range of $150–$400 per hour) and may cover retirement, tax, estate, and education planning. What distinguishes Holland from many peers is its dual role as an insurance agency—staff may receive insurance commissions and the firm provides employee benefit services—and its use of educational seminars or workshops as part of client engagement. The brochure also notes a long operating history (formed in 1992) and participation in Schwab’s advisor program, which the firm says provides custody, execution, and practice‑support services that it uses in serving clients.

To learn more about the advisors currently working at Holland Financial 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.