Financial Planning That Respects Your Career Complexity
If you’ve worked across multiple hospital systems, surgical centers, or locum assignments, chances are your 401(k) accounts are scattered, and your retirement strategy remains unclear.
We assist nurse anesthetists in Lake Mary:
- Consolidate various 401(k)s, 403(b)s, and other workplace retirement accounts
- Evaluate Roth conversion opportunities
- Create a clear drawdown plan to support financial independence
About Holland Capital Management in Lake Mary, FL
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 Lake Mary, Florida
Lake Mary
Lake Mary is a suburban city that is located in the Greater Orlando metropolitan area in Seminole County, Florida, United States, and is located in Central Florida. The population was 16,798 at the 2020 census. It is the home of the 2024 Little League World Series Champions.
Why Nurse Anesthetists in Lake Mary, FL Work with Us
Independent fiduciary guidance
Led by a CFA®, CFP® — not a salesperson
Fee-only planning, customized for medical professionals
What You’ll Gain
Clarity across your financial accounts
A flexible income plan for retirement or semi-retirement
Lower tax friction and fewer administrative headaches
Schedule Your Complimentary Clarity Call
We collaborate with nurse anesthetists nationwide to prevent rollover mistakes and ensure a smooth, purposeful transition.
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
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Location
Lake Mary, FL - 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