Why Choose Us
The Power of Choice
Selecting a financial advisor is one of the most important decisions that an individual and families will make. If your criteria for choosing an advisor includes the highest level of expertise, independence and integrity, we invite you to learn more about 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.
Integrity
As an independent, fee-only Financial Advisor and Registered Investment Advisor, we answer only to our clients, rather than a parent company with its own agenda. As a fiduciary, we are legally bound to put our clients’ interests first in any decision we make or recommendation we provide. We pride ourselves on always doing the right things for those we serve.
Expertise
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 our clients. And our CFP background enables us to help clients keep more of what they earn, and to identify opportunities and risks others may not.
Investment Excellence
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 portfolios hold each specific investment because we are not just relationship managers who contract out the selection of investments, but actually select the investments ourselves.
Client Care
Von Holt Financial Advisors’ clients receive the personal attention 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. This includes working in tandem with your other advisors such as accountants and lawyers.
