Our Services

Our clients include individuals, high net-worth individuals, retirees, trusts and estates, pension and profit-sharing plans, charitable organizations, corporations, and other legal entities.

Our advisory services include:

• FINANCIAL PLANNING

• RETIREMENT PLANNING

• PORTFOLIO MANAGEMENT

• ESTATE PLANNING

• INVESTMENT STRATEGY

• COLLEGE SAVING

"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.