Why Choose Us
Investors owe it to themselves to take a hard, skeptical look at any advisor who wants their business. At Von Holt Financial Advisors, we welcome clients with the highest expectations.
Independence and Objectivity
Von Holt Financial Advisors is an independent, fee-only Registered Investment Advisor. Here's why that's important: Employees of marquee brokerage firms are expected to generate profits for their parent company, which we believe creates conflicts of interest. As an independent firm, we at Von Holt Financial Advisors answer to our clients, period. Our business model frees us to focus only on your success, and to put your interests first at all times.
To make sure that all of our clients' financial needs are met as a whole, we regularly work with their accountants, attorneys and other experts.
Qualifications matter—especially in a field where virtually anyone can present himself or herself as a financial advisor. Our President, Albert J. Von Holt, holds the distinguished Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS) credentials.
Using a disciplined growth-and-income investing approach, we use independent analysis to select the most promising opportunities. And unlike other advisors, we can explain to our clients exactly why their portfolio holds each specific investment because we are not just relationship managers who contract out the selection of investments, but actually select our clients investments ourselves.
Our CFP and AAMS background enables us to manage portfolios in an extremely efficient manner, which we believe further distinguishes us. Uniquely, we manage each portfolio with an eye toward how our decisions relate to each client, and how they impact that client's overall net return.
The Power of Choice
Selecting a financial advisor is one of the most important decisions that individuals and families will make. If your criteria for choosing an advisor include the highest levels of expertise, independence and integrity, we invite you to learn more about us.