A complete list of active advisors currently associated with Holos Integrated Wealth

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

Holos Integrated Wealth is an SEC-registered advisory that manages roughly $233 million on behalf of about 225 clients, serving individuals (including high-net-worth clients), trusts, estates, pension/profit-sharing plans, and small businesses. The firm provides discretionary wealth management and investment management services and also advises on retirement plan rollovers; it no longer offers financial planning as a standalone service. The firm follows a long-term, goals-based investment process that blends macroeconomic, fundamental, cyclical and technical analysis to build customized portfolios across equities, fixed income, ETFs, listed options and select alternatives. Portfolios are managed on a discretionary basis with regular monitoring and the firm permits reasonable client-imposed investment constraints. Holos discloses recurring referral and compensation arrangements with outside accountants under asset purchase agreements and provides specific disclosures to clients referred under those arrangements, an acquisition/ referral structure highlighted in its brochure. The firm also documents less-common practices such as case-by-case reimbursement of clients’ tax-preparation fees and a recent change noting that its investment adviser representatives are no longer independently licensed as insurance agents.

To learn more about the advisors currently working at Holos Integrated Wealth, 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.