Guy Holman

CFP®

TCI Wealth Advisors

Advisor, Shareholder

Guy Holman

CFP®

TCI Wealth Advisors

Advisor, Shareholder

Let’s save the world from being brokered to death. - Guy Holman, CFP®

Fee-Only financial planner located in Denver, CO, serving clients locally and across the country

Guy Holman is a Denver, CO fee-only financial planner. TCI Wealth Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Guy Holman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Guy Holman, CFP®, an advisor at TCI Wealth Advisors (“TCI”), has been providing financial/investment advice since moving from the audit department to the tax department at Touche Ross and obtaining his CFP® designation in 1988. A CPA since 1985, Guy has integrated tax management principles while managing client portfolios and creating comprehensive financial solutions. He specializes in advice around Incentive Stock Options as well as non-qualified stock options and deferred compensation plans.

Guy is a member of the Foundation Board and Investment Committee for Excelsior Youth Center, a national youth center organization. In addition to raising his young daughter, Guy enjoys hiking, golf, biking, skiing, playing volleyball and healthy cooking.

Guy Holman 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.

TCI Wealth Advisors is an independent, fee- only, fiduciary providing comprehensive, coordinated and objective wealth management advice to individuals and families.  We serve as a trusted advisor, partnering with our clients on their journey toward financial clarity, prosperity and overall well-being.  Our mission extends beyond simply helping clients manage their money; we also believe we have the opportunity to help clients develop a more robust understanding of the relationship between their money and their happiness. Our wealth management process helps clients align their primary resources (money, time, energy) with their priorities.  We help clients plan for the future while also helping them live a purpose-filled life today.

With five offices and over $3 billion in assets under management, we are large enough to provide sophisticated solutions to complicated problems, yet small enough to have personalized relationships with you and your family. For over 30 years we have been a purpose-driven organization, driven to empower, educate and advise clients as they work towards their personal definition of success.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Tax Planning
  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations
  • Growing Families
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Complimentary Initial Consultation
  • Clearly Defined Fees
  • No Product Sales

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Guy Holman is a NAPFA-Registered Financial Advisor

    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.

  • Certified Financial Planner (CFP)
    Guy Holman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Guy Holman is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Centre for Fiduciary Excellence (CEFEX)
    TCI Wealth Advisors has earned the Centre for Fiduciary Excellence (CEFEX) Investment Advisor certification.

    The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.

    CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is in contrast with a firm that lacks a fiduciary process. The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.

    The objective is simple: to protect investors.

Contact Guy Holman

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 1401 17th St
    Suite 330
    Denver, CO 80202

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser