A complete list of active advisors currently associated with Holyoak Wealth Management, LLC
Warmer can help you find a great advisor at Holyoak Wealth Management, LLC or one who fits your needs even better.
Holyoak Wealth Management, LLC is an independent, single‑advisor investment adviser that manages about $11.4 million on a discretionary basis for roughly 35 clients, including individuals, high‑net‑worth clients, trusts, pension and profit‑sharing plans, and business entities. The firm provides customized, fee‑based investment management across mutual funds, ETFs and individual equity and debt securities and also advises on insurance/annuity products, employer‑sponsored retirement plan allocations and 529 or other education‑savings options. The firm tailors its advice through initial and ongoing consultations that consider a client’s risk tolerance, time horizon and objectives and allows clients to impose moral, ethical or other investment restrictions. Investment implementation ranges from long‑term holdings to short‑term trading and, in special circumstances at a client’s request, may include margin transactions or short sales; cash balances are generally invested in conservative vehicles such as money‑market funds, CDs, commercial paper or government debt. Compared with many peers, this solo practice emphasizes management of assets that may be held outside a primary custodian (e.g., annuities and employer plan options), retains flexibility to reduce account minimums and negotiate fees in certain cases, and generally provides verbal account reviews unless a client requests written reports. The brochure also discloses a custody and brokerage relationship with Schwab Institutional and receipt of custody, research and practice‑support services from Schwab, a potential conflict the firm identifies and says it evaluates under its best‑execution procedures.
To learn more about the advisors currently working at Holyoak Wealth Management, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Paradise Valley, AZ
| 23
|
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