Financial Partners, Wealth Managers and Fiduciaries for clients that are approaching an important Life Transition
Services We Offer
At Von Holt Financial Advisors:
We provide customized, long-term wealth management driven by holistic financial planning for clients that are approaching a life transition.
We pride ourselves in understanding the issues and challenges faced by affluent and high net worth clients whether they are in the accumulation phase or approaching or in the distribution phase of their financial lives.
Many of our clients are looking for expertise and guidance with managing their financial lives and prefer to delegate investment selection and management of their assets while receiving high engagement service at a reasonable cost.
This allows our clients to feel that they have a Financial Partner that will keep them informed, confident that they are making the right decisions, and assured that their retirement assets will last the rest of their lives.
WE ARE: FEE-ONLY, FIDUCIARY, AND INDEPENDENT
Plans for achieving a financially secure retirement will be developed. For clients that are more than five years away from retirement, we will determine the size of the retirement funds you will need, the annual investment required to reach your goal, and the best strategies for achieving your goals.
For clients that are less than five years from retirement or are ready to retire, we will review your current and expected income sources and expenses, and develop a sound strategy for maintaining the standard of living you desire during your retirement.
We combine thorough financial planning with customized investing to help identify and achieve your most important life goals.
In addition, we assist you with achieving your financial goals by developing and managing a custom-tailored investment strategy using a portfolio of low-cost and institutional class mutual funds.
Our investment approach is designed to ensure consistent growth with a level of volatility that is compatible with your goals and risk tolerance. Through our growth and income style, we aim to capture total returns that help you beat inflation and reach your objectives.
Meet the Team
Albert J. Von Holt, CFP, AAMS has been a practicing investment advisor and financial planner since 1992. He is a licensed Certified Financial Planner (CFP) and an Accredited Asset Management Specialist (AAMS). Successful completion of the 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).
Brock A. Von Holt, CFP, AAMS is a graduate of the Farmer School of Business at Miami University (OH) where he earned a Bachelor of Business with a major in Finance-Investments and a minor in Business Analytics. He is a licensed Certified Financial Planner (CFP) and an Accredited Asset Management Specialist (AAMS). Successful completion of the 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.
