In choosing advisors, wise investors look beyond sales pitches for the highest levels of documented expertise. Our Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS) credentials are among the most respected in the financial industry, and we are passionate about using that expertise to help you meet your financial goals. Our investing knowledge allows us to be active and accountable on behalf of clients. And our CFP background enables us to help clients keep more of what they earn--and to identify opportunities and risks that others may not.
As an independent, fee-only Financial Advisor and Registered Investment Advisor, we answer to our clients, rather than a parent company with its own agenda. As a fiduciary, we are legally bound to put clients' interests first in any decision we make or recommendation we provide. We pride ourselves on always doing the right thing for those we serve.
Von Holt Financial Advisors’ clients receive the personal attention that only a boutique advisory firm can provide. They understand that we're available to help--not just with investing but with virtually any financial matter they face. Our commitment is to serve as your partner and advocate, dedicated to your overall financial success.
We are an independent, fee-only Financial Advisor and Registered Investment Advisor in Palatine, IL offering a personalized and comprehensive approach to helping clients sustain and increase wealth. At Von Holt Financial Advisors, we're proud to provide a combination of expertise, integrity and client care that we believe cannot be matched.
We offer customized, non-proprietary solutions solely in
our Clients’ best interest.
A message from Al.
"Helping our clients achieve their personal and financial goals, and bring structure to their financial lives will be at the center of everything we do.“
Albert Von Holt
57 percent of investors have not set financial goals
67 percent of people have no financial plan.
77 percent of investors are making decisions on gut instinct.
20 percent of investors claim that their investment knowledge is very strong.
