Mike Holloway, CFP®

Wealth Advisor

Mike Holloway

What is your financial superpower?

I am best at taking complex financial planning themes and communicating them in a simple way that our clients can understand.

What are your beliefs about your profession?

I believe that financial advice is more important now than ever. With the rapid advances of technology within our profession, advice is also very accessible. Having a trusted partner in your corner that knows and understands your situation helps you navigate uncertainty and keeps your finances healthy in all environments – no robo-advising services required.

What’s the most fun part of your job?

Educating. For many clients, the idea of investing, managing taxes, estate planning, and saving for retirement seems overwhelming. That makes it very rewarding to serve as their go-to for peace of mind and their guide as they progress through their long-term plan. I’m the kind of guide that you can understand and have confidence in.

Do you work with a special market or are you drawn to one?

I particularly enjoy working with families and their next generations. I enjoy guiding grandparents through their retirement years and crafting their estate plan. At the same time, I’m educating their adult kids as they start a third generation and plan out how to build their own wealth. That’s a unique opportunity I am thankful for.

Is there anything in your life personally that has helped motivate you to improve the financial situation of yourself and your clients?

When I was in college, I had a part time job answering phones in the collections department of a mortgage lender. I talked to so many people in over their heads who had made bad financial decisions, even those with good income. I still think about that job and what can happen if you don’t have your finances in order.

Connect with me on LinkedIn


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