Chad Holmes
CFP®, CPA, CPWA®, CRPS®
Formula Wealth
Financial Advisor
Chad Holmes
CFP®, CPA, CPWA®, CRPS®
Formula Wealth
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Chad Holmes, CFP®, CPA, CPWA®, CRPS®
Serving baby boomers with their parents in order to minimize taxes across two generations and make the inheritance process most efficient.
Meet Chad Holmes
Based in Montgomery, AL, but with clients across the nation, Chad helps families identify and implement tax saving strategies to help their parents' legacy be used as intended, and not for Uncle Sam. As a fee-only, FLAT FEE, fiduciary, and independent financial advisor, Chad Holmes is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
Chad Holmes is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Chad Holmes is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Chad Holmes
Office Locations:
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1801 Fairforest Dr
Montgomery, AL 36106
