Holman Wealth Management
HWM was formed to offer relationship-oriented financial
planning and investment guidance. We work in a fiduciary capacity, servicing
clients' needs through an ethical commitment to put their interests above all
others.
We offer complementary financial planning to every
investment client. Our high-level tools
are designed to yield in-depth information.
Our certified financial planner creates an actionable plan to bring
forth the changes needed to reach your goals.
Our actionable plans allow clients to adjust their approach
to key financial issues, which enables them to realize better financial
outcomes.
Our methods of stock market investing go beyond simplistic
asset allocation models that produce below average results.
We want to explain how we go about doing all that. You could see our explanation in the Presentation tab. Or, you could call or email us. You can set up a phone call, an online video meeting or an in-person appointment to discuss how we work for clients.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.