Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Since 1985, Tom Holder and his team have been serving as a guide and advisor to multiple generations of families around the country. Our value to clients extends beyond investment management. Our wealth management core values are rooted in highly customized services and strategies required to meet the needs and complexities that come with serving high-net-wealth families. These include helping clients pursue their retirement lifestyle goals, provide for a child's or grandchild's education and develop tax minimization strategies for transferring legacy wealth to the people and causes that clients care about.
We help clients create and preserve their wealth using a consultative approach, exploring their individual needs, goals, liquidity requirements, time horizon and risk tolerance. Our strategies are then based on what we learned. We believe this collaborative approach, combined with our work ethic, accessibility and responsiveness, is why so many of our client relationships have spanned nearly three decades and multiple generations.
Our technological aptitude minimizes geographical barriers, enabling our team to serve clients throughout the country. We seek to make clients feel engaged in the management of their wealth, guiding them through the processes and key concepts. We hope this helps to cultivate mutual confidence in our relationship and assists clients to make informed decisions about their financial future.
Year after year, we strive to earn clients' trust by keeping them at the center of everything we do. If you know others we may help, please consider referring them to us.
At The Holder Wealth Management Group, we understand that every client situation is unique. We take the time to learn about your complete financial picture and what matters most to you. Using our goals-based approach, we help you define what you want to achieve with your wealth. We then apply our experience and extensive resources to help you establish a path toward the results you desire.
Our team believes that effective wealth management involves more than traditional investment strategies. We employ a holistic approach methodology. Drawing from the vast resources of experienced specialists throughout Merrill, we help you formulate, manage and pursue your financial goals. The outcome we are working toward: a new-found freedom for you to focus on what's important in your life.
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.