Robert Holman


Holman Wealth Management

Founder, President and CCO

Robert Holman


Holman Wealth Management

Founder, President and CCO

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Holman, CFA® CFP®


Fee-Only financial planner located in Dallas, TX, serving clients locally and across the country

Meet Robert Holman

About John Robert Holman, CFP®, CFA

Robert Holman is a CHARTERED FINANCIAL ANALYST (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). The former is the gold-standard for the investment management profession, and the latter is for advising on personal financial circumstances.

Current and former positions:

  • Holman Wealth Management - "the defensive advisor"
  • LPL Financial Advisor
  • TD Ameritrade Investment Consultant
  • Director, Financial Planning & Analysis

Robert’s post-graduate study of investments has helped him understand real-world investing beyond what is taught in an academic setting. He is now a registered investment advisor and fee-only financial planner.  His investing beliefs center around knowing the signs of the times and what should be done about them and seeking to build wealth in both up and down markets. It is essential to understand when markets are conducive to risk taking and when risk taking should be avoided.

Robert is a summa cum laude graduate of The University of Texas at Austin. He belonged to the honor societies Phi Kappa Phi (Overall Collegiate), Beta Gamma Sigma (Finance), and Beta Alpha Psi (Business). He was also a member of Pi Sigma Epsilon (Management) and SCORE (Business Service).

Robert resides in Dallas, Texas with his amazing wife Karen and three wonderful daughters Beth, Nancy and Emily.  He is the Stewardship Leader for his local church and an active volunteer in many church ministries, having spent many years as a volunteer in divorce recovery and marriage counseling.

Read Robert’s 2-minute stock market report here:

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

Contact Robert Holman

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Office Locations:

  • 4035 Shady Hill Drive
    Dallas, TX 75229

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