Holder Wealth Management
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Our Philosophy


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ADV Firm Brochure

Our Philosophy

At Holder Wealth Management we believe the financial planning process requires more than just portfolio analysis. Achieving retirement and wealth planning goals requires comprehensive planning.  We apply our knowledge in financial planning, estate planning, retirement planning, higher education costs, and taxation issues to our clients' dynamic lives

The Highest Standard of Care

Investment advisers are different from brokers or agents.  The law requires that we conduct our practice with the highest standards of fiduciary care. Brokers and agents are not held to the same standard of care.  They often sell financial products, packages, or other securities, and will receive commissions from the sale.  At Holder Wealth Management, we do not sell products, and our services are not commission based.  We act in your best interest.

Investing with Discipline

Holder Wealth Management employs a broad mix of mutual funds to develop client-specific financial plans.  It is our belief that the vast majority of active managers cannot outperform index or index-like funds over time, particularly when considering higher management fees and transaction costs.  Accordingly, we are not active managers.

At Holder Wealth Management we work with clients to establish long-term wealth planning goals.  Intelligent investing is a lifetime process, and we develop financially sound plans to help our clients achieve their long-term goals.  More than just portfolio managers, we apply our knowledge in all areas of wealth planning to the client's plan: whether it is explaining the tax consequences of gifting limited partnership shares to your children, or understanding the devises in your estate plan.

"A Diversified Financial Advisory Company"

Holder Wealth Management, Inc.
2504 Galen Drive, Suite 105 
Champaign, IL 61821

PHONE (217) 398-4015 | FAX (217) 398-4014
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Holder Wealth Management, Inc. (“HWM”) is an investment adviser registered in the State of Illinois.  The latest copy of HWM Form ADV Part 2A & B and our Privacy Disclosure is available upon request.  Advisory services are provided upon completion of an advisory services agreement. This agreement describes services to be provided and discloses relevant fees and expenses.  Any advisory service should be made after careful review of your individual financial situation, risk tolerance,  The Content of this website does not convey legal, accounting, tax, career or other professional advice of any kind.  It is for informational purposes only and is not a solicitation or an offer to buy any securities or instrument or to participate in any trading strategy.  Furthermore, the content of this document is not intended to suggest, promise or guarantee results.  Any opinions expressed herein, are solely the opinions of HWM.