Holistic Financial Partners
We specialize in wealth management and financial planning, but we also provide financial guidance to individuals navigating the complexities of divorce. For over 20 years, we have worked closely with individuals and their attorneys to ensure the best settlement outcome. So, whether you’re interested in planning for the future, growing your assets, or need a partner to advocate for your financial interests during divorce, Holistic Financial Partners has the experience and dedication you need.
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Verified contacts
3
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
110
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- MI
Mark Idzik
Financial Advisor · Finance & Accounting
EmailPhone - WS
Whitney Schmitt
Marketing Consultant · Advertising & Marketing
EmailPhone - JL
Jason Llewellyn
President · General Business & Management
EmailPhone
Showing 3 of 3 verified contacts
Top roles at Holistic Financial Partners
3 distinct titles indexed · top 3 shown.
- 1financial advisor
- 1marketing consultant
- 1president
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