A complete list of active advisors currently associated with Holman Wealth Management

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

The firm provides discretionary investment management and comprehensive financial planning to individuals (including high‑net‑worth clients), employer‑sponsored retirement plans, and other entities. It also offers a staged Essential Financial Progression Program for beginning investors, employee benefit plan advisory, model‑portfolio solutions, and periodic educational seminars and speaking engagements. Its investment process blends a cyclical, top‑down macro analysis with bottom‑up security selection and active sector/style rotation, implemented mainly with ETFs, mutual funds, bonds, and individual equities. Uncommonly for peers, the firm may employ borrowing and derivatives in separately managed accounts and uses options strategies (including covered calls and long calls/puts), while also delegating strategies to third‑party model providers and outside managers when appropriate. Distinctive features include the firm’s explicit pathway for beginning investors that graduates clients into full management once investable assets reach $50,000, and a regular emphasis on public education through seminars and speaking engagements—services that are relatively rare among similar independent advisers. The principal holds advanced professional credentials in both financial planning and investment analysis, and the practice is organized to maintain close, discretionary oversight of a small client roster.

To learn more about the advisors currently working at Holman Wealth Management, 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.