Business Details
29 Years
experience
Your Trusted Partner for Financial Planning & Retirement Solutions
Since 1997, Holland Financial has been dedicated to providing objective financial planning and retirement solutions. Our salaried advisors prioritize client needs over commissions, offering personalized strategies tailored to individual risk tolerance and long-term goals. With in-house investment management, compliance, and client service teams, we deliver comprehensive support backed by certified professionals holding designations such as CFP, CPA, and CLU.Our fiduciary approach eliminates sales pressure, ensuring recommendations align with clients' best interests. We maintain transparency through clear communication and collaborate with affiliated CPA firms for tax-related services. Our no-pressure consultations focus on education, empowering clients to make informed decisions about their financial futures.
Services
Retirement Planning
Investment Management
Financial Advisory
Tax Services
Estate Planning
Details
- Year established: 1997
Highlights and features
- Salaried advisors prioritize client needs without commission-driven incentives
- Fiduciary approach ensures recommendations align with clients' best interests
- In-house team provides comprehensive support across investment management and compliance
- Certified professionals hold industry-recognized designations like CFP and CPA
- Transparent, no-pressure consultations focused on financial education
Associations and certifications
- CPA
- CFP
- CLU
- ChFC
- CAIA
- AAMS
- AWMA
- CRPS
What people say
Personalized financial strategies
Knowledgeable certified advisors
No sales pressure
Transparent communication
Comprehensive planning
Services
Retirement Planning
Our retirement planning service creates personalized strategies to help clients achieve long-term financial security. We analyze individual risk tolerance, time horizons, and goals to develop comprehensive plans that address investment allocation, tax efficiency, and income distribution. Certified advisors use a fiduciary approach to ensure recommendations prioritize client needs over proprietary products.
Investment Management
Holland Financial's investment management service combines in-house expertise with access to diverse financial products. Our team monitors market activity and adjusts portfolios to maintain alignment with clients' objectives while considering risk parameters. We provide regular performance reviews and maintain transparency through detailed reporting and client communication.
Tax Services
Through our affiliated CPA firm, we offer tax preparation and accounting services for individuals and businesses. These services include strategic tax planning, compliance filings, and financial reporting. Our tax professionals work collaboratively with financial advisors to create integrated strategies that optimize clients' overall financial picture while maintaining regulatory compliance.
Estate Planning
Our estate planning service focuses on creating structured approaches for asset distribution and legacy preservation. Certified professionals help clients establish trusts, wills, and other instruments while coordinating with legal advisors. We emphasize tax-efficient strategies and provide ongoing reviews to ensure plans remain current with changing circumstances and regulations.
Financial Advisory
Holland Financial's financial advisory service offers comprehensive guidance across multiple wealth management areas. Certified advisors provide objective recommendations on investment strategies, retirement income planning, and risk management solutions. We maintain independence from banks and insurance companies to ensure unbiased advice focused solely on clients' financial objectives and life goals.
People
David D. Holland
Founder and Chief Executive Officer
David D. Holland, CPA, CFP, established Holland Financial in 1997. He hosts PlanStrongerTV, a public television program on personal finance, and leads the company's marketing initiatives focused on financial education.
Kalon Hoard
President and Chief Compliance Officer
Kalon Hoard, CFP, AAMS, AWMA, serves as President and Chief Compliance Officer, ensuring regulatory adherence while maintaining client-focused service standards across all financial planning activities.
Angel Pinkerton
Executive Vice President and Financial Adviser
Angel Pinkerton, CFP, holds leadership roles as Executive Vice President and Financial Adviser, combining strategic oversight with direct client advisory services in retirement planning.
Miranda Mumma
Senior Financial Adviser
Miranda Mumma, CFP, ChFC, serves as Senior Financial Adviser, providing expert guidance on retirement strategies and investment planning with over a decade of industry experience.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including investment strategy development, income distribution planning, and risk management solutions tailored to individual financial goals and risk tolerance.
How are your financial advisors compensated?
Our advisors receive salaries rather than commissions, ensuring recommendations focus solely on clients' financial needs without product sales incentives or pressure.
Do you offer tax preparation services?
Yes, through our affiliated CPA firm, we provide personal and business tax preparation services as well as accounting support with separate engagement terms.
What makes your investment approach different?
Our fiduciary approach combines in-house investment management with access to diverse products, prioritizing client needs over proprietary solutions while maintaining transparent reporting.
Can you help with estate planning?
We collaborate with licensed attorneys to create estate plans, offering trust and will guidance while focusing on tax-efficient wealth transfer strategies.
How do you handle client communication?
We provide direct access to advisors through unhurried meetings, phone consultations, and digital platforms with no automated systems or virtual assistants.
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