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Meet The Team

Von Holt Financial Advisors, Inc. is an independent, fee-only financial advisory firm that provides advice and recommendations that are objective and impartial without the influence of product or sales commissions (act as fiduciary). The firm is registered with the Illinois Department of Securities as a Registered Investment Advisor.


Albert J. Von Holt Albert J. Von Holt, CFP, AAMS

Albert J. Von Holt has been a practicing investment advisor and financial planner since 1992. He is a licensed Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS). Successful completion of the College for Financial Planning's CFP program required him to excel in the areas of Retirement Planning, Investments, Estate Planning, Insurance Planning, and Tax Planning. He has successfully completed the requirements of the Accredited Asset Management Specialist (AAMS) Program which is a certification issued by the College for Financial Planning. Areas of study included portfolio management and asset allocation, investor psychology and decision making, retirement and estate planning, investment considerations for highly compensated executives, the use of life insurance for business and personal financial risk management, federal income taxation and ethical behavior. He has a Bachelor of Business degree from Western Illinois University (1982) with a major in Investments and Portfolio Management, and graduated with Distinction from DePaul University's Master of Business Administration program (1985).  In his free time, Al likes to read and learn about important people and times in history.


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Brock A. Von HoltBrock A. Von Holt, AAMS

Brock A. Von Holt is a graduate of Miami University (OH) where he earned a Bachelor of Business with a major in Finance-Investments. In addition, he earned a minor in Business Analytics, and has completed the Series 65 exam which will allow him to serve as an investment advisor representative. He has successfully completed the requirements of the Accredited Asset Management Specialist (AAMS) Program which is a certification issued by the College for Financial Planning. Areas of study included portfolio management and asset allocation, investor psychology and decision making, retirement and estate planning, investment considerations for highly compensated executives, the use of life insurance for business and personal financial risk management, federal income taxation and ethical behavior. He is in the process of studying for the Certified Financial Planner (CFP) designation with a goal of completing the program in 2022. His primary responsibilities will include data gathering, financial planning software input, analyzing data and modeling various scenarios, investment research and supporting the development of client’s financial plans.


To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.