The Holben Group offers comprehensive wealth advisory solutions, including financial planning and investment management, to high net worth families and individuals at any stage of their life.

 

We are a “fee-only” advisor which means we are paid by you, our client, and don’t earn commissions from any of the investments we recommend. This fee is based on a small percentage of the assets we manage on your behalf. In a few cases, we may charge a flat or hourly fee for specific, one-time services. We offer:


INVESTMENT AND WEALTH MANAGEMENT

  • Independent, unbiased investment advice
  • Investment policy development and implementation
  • Risk tolerance measurement and consultation
  • Asset allocation strategies – design and implementation
  • Investment manager search, selection and monitoring
  • Portfolio rebalancing and tactical re-weighting of asset classes
  • Expense analysis and policy development
  • Quarterly performance reporting

FINANCIAL PLANNING AND ADVISORY SERVICES

  • Retirement planning and modeling
  • IRAs/401k investment analysis and rollover
  • Cash flow planning
  • Balance sheet consultation
  • Personal financial statement development and maintenance
  • Financial risk and debt management
  • Estate planning advice and design
  • Philanthropic planning
  • Income tax planning and reporting
  • Insurance review and planning

START YOUR COMPLIMENTARY FINANCIAL AND INVESTMENT REVIEW

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.

 

EMAIL THE HOLBEN GROUP: 

TRUSTEDADVICE@THEHOLBENGROUP.COM