Welcome to Holden Wealth

We are an advisory firm that specializes in creative planning; to help you achieve comfortable retirement. In today’s environment, unless you benefit from a state pension, achieving retirement is difficult. Because we are small business owners, we understand the needs of business owners, and what they face.

Contact us for a conversation, and see if we can be of service.

We specialize in rigorous portfolio construction backed by the technology of Apache Spark and Black-Litterman models. Our background consists of trading currencies, bonds, and stocks for hedge funds, institutions, and major banks. Because of our experience, we stand apart from most financial advisers who are interested in selling commissioned product.

What we like to achieve for clients

Superior returns through non-traditional investments.

Creating more wealth for highly compensated employees through creative third party administration analysis, and non-qualified deferred compensation plans.