How does the advisor help clients – Key Takeaways:
As a seasoned financial expert, Ellen B. Holden provides personalized and comprehensive personal financial planning and tax services to individuals and families. She has a strong understanding of the ever-changing financial landscape and helps her clients achieve their financial goals by providing sound advice and strategic solutions.
Facts and Insights
With over 15 years of experience in the financial industry, Ellen B. Holden brings a wealth of knowledge and expertise to her clients. She is a Certified Financial Planner (CFP) and a member of the National Association of Personal Financial Advisors (NAPFA), adhering to the highest ethical and professional standards in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $20 million | 1 | 15 years |
Financial Services Offered
- Personal Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning & Preparation
- Investment Management
- Insurance Planning
- College Planning
Client Types
Ellen B. Holden works with a diverse group of clients, including high-net-worth individuals, families, and small business owners. She understands that each client has unique financial needs and tailors her services to meet their specific goals and objectives.
Fees & Compensation
Ellen B. Holden takes a fee-only approach to financial planning, meaning she does not earn commissions or sell products. This allows her to provide unbiased and personalized advice to her clients, without any conflict of interest. Fees are based on a percentage of assets under management or a flat hourly rate, depending on the service provided.
Background
Ellen B. Holden has a Bachelor’s degree in Finance from a top university and has been in the financial industry for over 15 years. She is committed to ongoing education and stays current with the latest trends and strategies in the field of financial planning and tax services.
Financial Advisor Disclosures to Know
As a registered investment advisor, Ellen B. Holden is legally obligated to disclose any conflicts of interest or legal infractions that may impact her ability to provide unbiased and ethical advice to her clients. Clients can view her Form ADV, which includes information about her business practices and any disclosures, on the Securities and Exchange Commission’s website.