Financial Planning That Respects Your Career Complexity
Hospitalists frequently change employers, health systems, or contract arrangements during their careers. This can result in a confusing mix of 401(k)s, 403(b)s, and other retirement accounts with no clear plan.
We assist hospitalists in Oak Ridge:
- Consolidate multiple 401(k)s, 403(b)s, and other employer-sponsored plans
- Evaluate Roth conversion opportunities during income transitions
- Design a coordinated drawdown strategy for retirement or semi-retirement
About Holland Capital Management in Oak Ridge, TN
Led by M. Chad Holland, CFA®, CFP®, Holland Capital Management provides fiduciary financial planning and investment management for high-income professionals. With offices in Charlotte, NC, and Winter Park, FL, we serve clients across the nation..
M. Chad Holland CFA, CFP®
About Oak Ridge, Tennessee
Oak Ridge
Oak Ridge is a city in Anderson and Roane counties in the eastern part of the U. S. state of Tennessee, about 25 miles (40 km) west of downtown Knoxville. Oak Ridge's population was 31,402 at the 2020 census. It is part of the Knoxville Metropolitan Area.
Why Hospitalists in Oak Ridge, TN Work with Us
Independent fiduciary guidance
Led by a CFA®, CFP® — not a salesperson
Fee-only planning, customized for physicians
What You’ll Gain
Clarity across your financial accounts
A flexible income plan tailored to your lifestyle
Lower tax friction and fewer administrative headaches
Schedule Your Complimentary Clarity Call
We work with hospitalists across the country to prevent rollover missteps and facilitate a smooth transition with purpose.
Schedule your introductory conversation today
Discover the essentials to safeguard your wealth in volatile markets! Uncover expert insights and actionable tips in our latest E-book
-
Location
Oak Ridge, TN - Hours
Monday - 9am-5pm
Tuesday - 9am-5pm
Wednesday - 9am-5pm
Thursday - 9am-5pm
Friday - 9am-5pm - Phone/Fax
P | 877-733-9435
F | (980) 500-1531 - Email Us
chad@hollandcapitalgroup.com