BK
Director, Client Relations
MV
Director, Marketing
CC
Director, Client Onboarding
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Holistic Planning
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
777 E Austin St, Nacogdoches, Texas, 759...Website
www.holisticplanning.comRevenue
<$5 MillionIndustry
About Holistic Planning
Holistic Planning is a firm of fiduciary financial advisors that offers independent financial advice through a planning-first process, integrating estate, tax, and financial planning into a seamless experience. They cater to clients who have saved well and seek to create a legacy with their wealth, providing personalized, long-term financial strategies that align with their values and goals. The firm emphasizes education and transparency, operating on a fee-only model to ensure their recommendations are always in the best interest of their clients. Holistic Planning is dedicated to helping clients navigate their financial needs, from retirement planning to tax strategies, with a commitment to acting in their best interest.Explore more
Holistic Planning Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
2015
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Holistic Planning is a firm of fiduciary financial advisors that offers independent financial advice through a planning-first process, integrating estate, tax, and financial planning into a seamless experience. They cater to clients who have saved well and seek to create a legacy with their wealth, providing personalized, long-term financial strate... Read More
