Holcombe Financial is a boutique, concierge-style financial advisory firm dedicated to high-earning professionals.
Here at Holcombe, we understand the complexity of wealth and the impact of taxation in our lives. You have income from a skillset that you have honed over the years and command a premium wage for that expertise. Our purpose is to help you plan for it, protect it and grow it.
Our process for financial planning is different. We developed our own software, the BluePages, to help our clients think about their lives like a business. Family Revenue – Family Overhead = Personal Profitability.
We don’t make predictions and we don’t assume the news will always be good. Instead, we stress-test the financial decisions you want to make to simulate the outcome tomorrow. We try to find the financial weakness so you know what to fix.
If you're a professional with access to a deferred compensation plan, BluePages was built for you - fast, private, and personalized. It helps you make smarter deferral decisions in minutes - so you can keep more of what you earn.
We believe our role is to help our clients make work optional and make wealth strong.
https://www.linkedin.com/company/bluepages-holcombe-financial/
Company Details
- Employees
- 7
- Founded
- -
- Address
- 4151 Ashford-Dunwoody Road,
- Phone
- 4042573317
- ho****@****ail.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- holcombefinancial.com
- Keywords
- wealth management, financial planning, retirement planning, Financial Independence, asset management.
- HQ
- Atlanta, Georgia
Holcombe Financial, Inc. Questions
Holcombe Financial, Inc.'s helpline number is 4042573317
Holcombe Financial, Inc.'s website is holcombefinancial.com
Holcombe Financial, Inc.'s LinkedIn profile is https://www.linkedin.com/company/holcombe-financial-inc.
Holcombe Financial, Inc. has
7 employees.
View email and phone details for 7
employees at Holcombe Financial, Inc..
Holcombe Financial, Inc.'s industry is
Investment Management
Holcombe Financial, Inc.'s top competitors are
Xilous,
Aspen Wealth Strategies,
Novapoint Capital Llc,
Reicon Capital,
Sky Alpha Asset Advisors Llc,
Bluearc Capital Llc,
Sky Alpha Asset Advisors,
D. M. Brenner, Inc.,
Bluearc Capital Management,
Trpc Advisory Services, Inc..
Holcombe Financial, Inc.'s support email address is holcombefinancial@gmail.com
Holcombe Financial, Inc.'s categories are Investment Management
Holcombe Financial, Inc.'s founding year is 2007
