Holistic Planning
We’re a Fee-Only RIA committed to going beyond the norm of just investment advice. You need an advocate that understands how each aspect of your financial life affects another and how every decision impacts you and your peace of mind. As you search for the perfect advisor, just know that the level of holistic planning we pursue is uncommon in our industry, and you deserve it.
7-day free trial · no credit card
Verified contacts
10
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
23
organic / mo
Sign up free to see all 10 verified contacts at Holistic Planning
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- BK
Brooke Keith
Director of Client Relations · Customer/Client Service
EmailPhone - CC
Christa Coulter
Director of Client Onboarding · Operations
EmailPhone - EM
Emily Moore
Service Advisor · Customer/Client Service
EmailPhone - MF
Matthew Fitzgerald
Financial Advisor · Finance & Accounting
EmailPhone - MS
Matthew Silvey
Financial Service Advisor · Sales & Business Development
EmailPhone
Showing 5 of 10 verified contacts
Top roles at Holistic Planning
6 distinct titles indexed · top 6 shown.
- 3financial advisor
- 2financial service advisor
- 2service advisor
- 1certified public accountant
- 1director of client onboarding
- 1director of client relations
Sign up to unlock all 10 contacts at Holistic Planning
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 10 verified contacts at Holistic Planning
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.