Von Holt Financial Advisors works hand in hand with a network of trusted partners to provide our clients with the best service across all aspects of their financial lives. Our expert partners include:
Charles Schwab is the largest custodian serving independent financial advisors. Through Schwab, we are able to provide the full capabilities and institutional strength of a large firm while maintaining the personalized service and responsiveness of a boutique.
Accounting and Legal Partners
We rely on trusted experts in the accounting and legal fields to assist our clients with everything from advanced tax planning to estate planning. We also welcome the opportunity to partner with our clients' existing team members.