HOLLAND FINANCIAL SERVICES, INC.

Overview

Holland Financial Services, Inc. is an independent, privately held registered investment adviser operating as a corporation with an individual owner. The firm serves both individual and family clients as well as institutional accounts and acts as a capital allocator for client portfolios. Its advisory offering combines fee-based portfolio management (charged as a percentage of AUM) with hourly financial planning engagements. Holland also conducts insurance brokerage and runs client education through seminars and workshops. Core advisory services listed in its filings include financial planning, portfolio management for individuals and small businesses, and the selection of outside managers. The firm does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices