The Estes Holland Advisor Group serves as a trusted advisor for families across the United States. Our commitment as trusted advisor is to be a dependable resource in the personal and financial lives of our clients, and to serve them as life evolves and changes. Our primary aim is to understand the emotions, goals, and needs of the people we serve daily, so we can do our best job as Comprehensive Wealth Advisors.
We believe there is an art and science to helping our clients build, protect, and distribute wealth; whether it's deep technical analysis, educating our clients on a topic, or connecting with a CPA or attorney to coordinate tax or estate planning strategies on their behalf, we are committed to the "whole" client, which goes far beyond our duty of managing investments. This is a Total Wealth approach. We love what we do, we care deeply about the people we work for, and we are honored and blessed every day with the opportunity to serve the needs of families across the country.
HI there! As we always say, we are here for you. Please reach out ANYTIME! A few things for this month: CD RATES: We have FDIC insured CD’s just like your local banks, yet we have banks all over the country, allowing us to be more...Read More
Hi there! As school has gotten back into session, we believe it is the perfect time to update your education planning analysis See below for a brief video walk through from our team of what this looks like in our newest financial...Read More
Hi there!We felt that touching emotion, psychology, time, and current environment would be relevant and helpful to you today. As always, we are truly grateful for the trust that you place in us, and we do not take that lightly....Read More
Hi there! As we move into the latter part of the year, our practice is focusing on wrapping up tax return reviews (please send or connect us with your CPA / Accountant if we haven’t received), ensuring we have estate...Read More