Our Philosophy
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.
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
2504 Galen Drive, Suite 105
Champaign, IL 61821
PHONE (217) 398-4015 | FAX (217) 398-4014
