Holt is more than a name – it’s a promise.
We watch over your hard-earned money as if it were our own. We are fiduciaries and are legally and ethically obligated to put your interests above all else.
If you are looking for help planning your retirement or wondering if you’re on the right track, we are here for you. We aim to develop long-term relationships with our clients built on trust, candor, and care.
What We Value
Trust
It’s what comes before anything else
Partnership
We are your faithful supporters
Honesty
Telling the truth is always the best policy
Character
We judge ourselves by our actions
Our Team
JD Holt, CPFA
Founder, Wealth Advisor
Baylor Millhoff
Wealth Advisor
Madelyn Moore Wright
Client Relations Specialist
Lacey Rich Rainey
Wealth Assistant
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