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 individual investors and a mix of private clients — including trusts, estates, pension plans and nonprofit organizations — by providing discretionary investment management, written financial plans, and ongoing financial consulting. The firm documents its services in investment management and financial planning agreements and offers both standalone plans and continuing consulting engagements. The firm’s investment process integrates fundamental, quantitative and qualitative analysis and applies asset-allocation and periodic rebalancing across equities, ETFs, mutual funds and international securities. When appropriate, HolleyJo employs options and other derivatives for hedging or tactical purposes and recommends maintaining a cash reserve (the brochure cites a target band of roughly 6 to 18 months of spending) to meet near-term liquidity needs. Noteworthy features compared with many peers include the firm’s use of Interactive Brokers for custody and execution, and receipt of related technology and operational services from that custodian — a relationship the brochure discloses as a potential conflict of interest. The firm also concentrates oversight internally, with the principal acting as the firm’s compliance officer and conducting weekly account reviews, and it discloses flexibility to waive planning fees or to decline client-imposed investment restrictions.

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.