A complete list of active advisors currently associated with Holland Strategic Wealth Advisors LLC

Warmer can help you find a great advisor at Holland Strategic Wealth Advisors LLC or one who fits your needs even better.

This small independent advisory firm operates as a solo practitioner managing roughly $2.6 million for a limited client base and serves individuals, high‑net‑worth clients, corporations, charities, and pension and profit‑sharing plans. Its services include comprehensive and ongoing financial planning, investment and portfolio management, retirement plan consulting, and educational seminars and speaking engagements. The firm’s investment approach emphasizes passive portfolio construction and modern portfolio theory, using model portfolios (including third‑party model marketplace access and the ability to create custom models) with ongoing monitoring and rebalancing. It provides discretionary management and integrates financial planning with investment oversight, covering assets held outside the advisory relationship such as employer retirement plans. What distinguishes the firm from many solo independent advisers is its principal’s affiliations outside of advisory services: the principal is licensed as an insurance agent, mortgage associate, and real estate broker and may recommend insurance, mortgage, or real estate services for which commissions are paid. The firm also offers non‑ERISA fiduciary retirement plan consulting (including participant enrollment and education) and runs educational seminars and speaking engagements, features that are relatively uncommon among peers of similar size.

To learn more about the advisors currently working at Holland Strategic Wealth Advisors 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
James Holland	La Jolla, CA	4

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