Brian Holmes

Background

About Brian Holmes

Since 2009, Brian has been providing comprehensive financial guidance to clients across the country. He works primarily with business owners, as well as corporate executives and professionals. He also works with educators on pension evaluation and maximization strategies. For the business owner, Brian and his team design and implement executive compensation strategies to reward and retain top talent. They also provide top-notch solutions and service in 401k-plan management and group benefits. As business owners prepare to exit their business, Brian and his team help plan for and complete that transition. With executives and professionals, Brian helps structure and simplify the savings and investing landscape. His educational approach gives people financial confidence, with every plan focused on the client's personal goals. Whether it is in a more typical “retirement” landscape, or even earlier in life after the sale of a business, Brian helps clients make the transition from “working for money” to having their money work and generate income for them. As of the summer of 2019, Brian has been placed in charge of Peachtree Planning’s expansion into Greenville, South Carolina, one of the fastest growing cities in the He maintains offices in both Greenville and Atlanta. Brian has been recognized by NAIFA as one of Atlanta’s top financial advisors under 40 years old (2013-2018), and he has received NAIFA’s Quality Award (2017-2021), recognizing exceptional client service, professional education, industry volunteerism and adherence to the NAIFA Code of Ethics. He began his collegiate career at the U.S. Naval Academy and graduated from Samford University. After college, he spent five years playing professional football in the NFL, CFL and NFL Europe. He lives with his wife and son in downtown Greenville./COMPLIANCE:2023-5539/