John Robert Holman, CFP®, CFA Holman Wealth Management

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About John Robert Holman, CFP®, CFA

Do you seek a wealthy lifestyle? Do you want to retire early? Would you like to leave substantial assets to your spouse and children? Then you’ve got to reach your specific target numbers – failure is not an option. I understand the signs of the times and what should be done about them.

I seek to protect your investments from undesirable risks and setbacks from losses. I ditch underperforming investments and move you to better-performing ones. And if the markets are too risky and showing signs of decline, I sell and go to cash. I want to explain how I go about doing that — it’s different from standard asset allocation methods that produce below average results.

Your financial success is important to me, that’s why I do this. My process begins with fundamental market and economic analysis, then I review the key market and economic technical indicators. I understand the story they are telling. This enables me to select the best sectors of the market to invest your money. Call me. Email me. Set an appointment with me to understand what I can do for you.

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Ideal Clients

  • Attorneys
  • Business Owners
  • Entrepreneurs
  • Gen X

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $25+/mo
  • Quarterly Fee: $75+/qtr
  • Flat Fee: $300+/engagement
  • AUM: 1.0%

SEC Records

States Registered

  • Texas

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