A complete list of active advisors currently associated with The Holland Group, Retirement Wealth Advisors, LLC

Warmer can help you find a great advisor at The Holland Group, Retirement Wealth Advisors, LLC or one who fits your needs even better.

The firm provides investment management and comprehensive financial planning to individual clients, managing roughly $286 million in discretionary assets for about 744 clients through a four-advisor team. Like most team advisers, it charges asset‑based fees and constructs client‑specific investment policies and portfolios. The firm follows a primarily passive investment approach, building portfolios with index mutual funds and ETFs and using Morningstar and Riskalyze to quantify risk and select funds that match client objectives. It delivers discretionary portfolio management guided by individualized investment policy statements and may employ unaffiliated sub‑advisers for some mandates. Noteworthy features include a formal affiliation with an accounting and insurance practice that the firm cross‑refers with (a principal discloses spending roughly 35% of their time on that related business) and sponsorship of a wrap fee program. The firm also operates with a relatively high client‑to‑advisor ratio—about 186 clients per advisor—and executes trades on an individual rather than block basis, a combination that differs from many peers.

To learn more about the advisors currently working at The Holland Group, Retirement Wealth Advisors, 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.