A complete list of active advisors currently associated with Holleyjo Wealth Advisors

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

HolleyJo Wealth Advisors serves a small, diversified client base that includes individuals, high‑net‑worth clients, trusts, pension plans, nonprofits and business entities, overseeing roughly $6.7 million across a limited number of accounts. The firm offers discretionary investment management along with written financial planning, hourly planning engagements, and an ongoing financial consulting service that includes periodic plan updates and client access between meetings. The firm’s investment process combines fundamental, quantitative and qualitative analysis across equities, fixed income, mutual funds and ETFs, with portfolios rebalanced regularly and cash‑reserve guidance targeting roughly 6–18 months of liquidity. When appropriate, HolleyJo uses options and other derivatives—including covered calls and spread strategies—as well as international equities and ETFs to pursue hedging, yield enhancement, or absolute‑return objectives. What distinguishes the firm from many peers is the use of derivatives and structured options strategies within a small advisory practice and custodying client assets at an institutional execution platform that provides technology and research support to the adviser. The firm’s managing member also serves as chief compliance officer and conducts regular account reviews (at least weekly) and formal client meetings at least quarterly, and the brochure discloses an outside education mentoring activity for which compensation is received by the individual rather than the firm.

To learn more about the advisors currently working at Holleyjo Wealth Advisors, 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.