A financial firm
built for
breakaway advisors.
Holistic Planning blends deep relationships with in-house technology to help you break away from Edward Jones and other firms.
How We Work
Find the independence you’ve been working toward.
You’ve built strong client relationships and a meaningful book—but you may not fully control how you grow, what you earn, or the future of what you’re building. Stepping into independence can be difficult. We know, because we’ve done it ourselves. At Holistic, we’ve built the flexibility, support, and systems we wished existed.
Here’s what you’ll plug into from day one:
A fully operational tax team.
Offer complete financial care without outsourcing. Our in-house tax professionals collaborate directly with advisors to deliver more meaningful, integrated plans for clients.
Learn MoreA marketing flywheel that’s already spinning.
We’ve built a strategic marketing system so you don’t have to. From brand campaigns and ads to emails, events, and local SEO, we’ll help you grow your visibility and reach the right-fit clients.
Learn MoreA trusted team with deep roots.
We’re not trying to earn trust. We already have it. Families have worked with Holistic across multiple generations. You get the benefit of a name that means something.
Real advisor support.
Yes, we use smart systems. But you’ll also have real people in your corner—operations, compliance, strategy, and a collaborative advisor network. This is a team, not a portal.
The freedom to keep being you.
No pressure to change your voice, your niche, or your values. We’re here to help you do more of what you’re already great at, with better support behind you.
In-house Tax Team
Turn tax season
into a growth
engine.
Our in-house tax team helps you offer integrated care that clients won’t find anywhere else. By keeping everything under one roof, you build deeper trust, uncover new opportunities, and create meaningful reasons for clients to stay, refer, and grow with you.
Marketing Flywheel
Built-in marketing.
Built around you.
A brand that opens doors.
You don’t have to build a reputation from scratch. Holistic already has a trusted name and warm, elevated brand that resonates with clients. From your first day, you’re part of something that feels established and meaningful.
Strategy that sees
the full picture.
From top-of-funnel awareness to
bottom-of-funnel conversion, our
marketing covers every stage. Digital ads, email marketing, and search and web optimization work together to help you find your ideal clients.
Leads that don’t slip
through the cracks.
We generate, track, and nurture leads with systems already in place. From first contact to booked call, our marketing and sales pipeline helps you convert interest into meaningful, and scalable relationships.
Why Us
What makes us different?
We have one core belief at Holistic: people matter. That includes our advisors. We’re an independent, human-centered financial firm designed to give you the freedom to grow your practice your way, with the support of a team that shares your values.
“I’m more efficient & proactive than ever before, and it’s leading to better outcomes for my clients.”
Client Experience
What your clients will experience.
1. Full-Circle Finance.
Full-circle financial planning with tax, estate, and investment integration
2. Trusted Advice.
Clear, values-aligned advice without products pushes or pressure
3. Seamless Experience.
A consistent, thoughtful brand experience
4. Caring Advisors.
Deep, long-term relationships with an advisor who cares (you)
5. Consistent Support.
A team that shows up again and again
Join Us
Be part of a better advising experience.
FAQ
Common questions we get.
How do you work with financial advisors?
Holistic Planning partners with financial advisors who want to deliver deeper, more meaningful planning without sacrificing independence or control over their practice. We provide an in-house tax team that will assist you in advising your clients—allowing advisors to focus on advice, relationships, and impact.
What's the compensation structure for advisors?
We operate through a transparent revenue-sharing arrangement. Our success is directly aligned with yours: as your practice grows, we grow alongside you. Holistic Planning advisors are partners in the firm, with the opportunity to participate in the long-term upside of Holistic Planning's growth. See our Pro Forma Calculator to learn more.
What support and resources are available?
You’ll have access to integrated planning tools, a smart tech stack, in-house marketing, tax, operations, and compliance teams, and a collaborative advisor network. We’ve built the infrastructure so you can focus on relationships.
Do you help transition my clients to Holistic Planning?
Yes. Supporting a smooth, thoughtful client transition is a core part of what we do. We work alongside you to develop a clear transition plan, communication strategy, and timeline that prioritizes client experience at every step. From preparing outreach messaging and organizing paperwork to coordinating account transfers and onboarding, our team helps ensure the process feels seamless and well-managed.
How do you help me grow my practice?
We remove the roadblocks and connect you to resources that help you succeed: you’ll have better capacity, stronger marketing, in-house tax support, and more client loyalty. That means more referrals, deeper relationships, and long-term growth without the burnout.
Does Holistic Planning own my clients?
No, you own the client relationships and the enterprise value of your book of business. Calculate your enterprise value here.
