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

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

Holon Wealth Management serves individuals, high‑net‑worth clients, charitable organizations, and businesses with discretionary investment management and project‑based financial planning. The firm develops individualized investment policies, oversees portfolio implementation, and assists clients in selecting and monitoring third‑party managers (TAMPs) when appropriate. The firm’s investment approach emphasizes modern portfolio theory and primarily uses passive, index‑based funds to achieve asset allocation targets, while also employing fundamental, technical, and cyclical analysis where warranted and integrating ESG materiality assessments into security selection. Holon provides ongoing account supervision with discretionary authority, periodic reviews, and a proxy‑voting program to align stewardship activities with clients’ governance and sustainability considerations. Notably, the firm maintains affiliations with other registered investment advisers and regularly recommends outside managers, though it does not share in those managers’ advisory fees, a relationship structure that is uncommon among peers. Holon operates as a small adviser managing roughly $123 million for about 60 client relationships, requires a minimum household income of $250,000, and discloses reliance on institutional services and soft‑dollar benefits provided through its custodian relationship.

To learn more about the advisors currently working at Holon 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.