Chad Holmes (CFP®, CPA, CRPS)

Chad Holmes focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • College/Education Planning
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X

Planning Specialties

By coordinating strategies across the many facets of financial planning (tax strategies, 401k allocations, life insurance needs, estate document review, long term care planning, investment education and management, debt strategies, social security strategies, budgeting, cash flow analysis, retirement distribution strategies, pension claiming choices, behavioral coaching, and retirement planning), Formula Wealth guides clients to peace of mind with their finances.

Additional Information

At Formula Wealth, our specialty is giving people confidence they're on the right path and doing the right things with their assets. If they're not, we seek to identify manageable and realistic steps to get on the right track. Unfortunately, financial planning is not taught in school. While you focus on what you do best, let Formula Wealth do what we do best and give you that peace of mind you're seeking. We are fee-only fiduciaries (no commissions of any kind at any time), so you can trust the advice you receive is genuinely what the advisor thinks is best for you.

NAPFA Start Date

January 20, 2021

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This Office

438 Junction Crossing Dr Columbus, OH 43213-1160 Phone: (901) 262-1281