The Holben Group offers comprehensive wealth advisory solutions to high net worth families and individuals at any stage of their life. 

 

From financial planning to investment management, our advanced and customized solutions are geared to help you achieve your individual and family goals. We are a “fee-only” advisor which means we are paid by youand because our allegiance is to you, our client, we provide unbiased advice built to meet your needs.

 

As highly-qualified wealth advisors, we've built our foundation on providing client-centric service and independent, transparent advice.

 

 
 

The Holben Group wants to become your thought partner and your trusted adviser. We not only bring a proven competence in financial and investment management but we also strive to become intimate with your goals, concerns and values.

The Holben Group process begins with one simple step—a preliminary, introductory discussion. This free, no-obligation meeting gives each of us the opportunity to evaluate our fit before embarking on a path together. If you have questions about your current existing financial situation, we will be happy to conduct a complimentary financial and investment review.