Financial Planning That Respects Your Career Complexity
If you’ve built a career across hospital systems, private practices, and consulting roles, chances are your 401(k) accounts are scattered, and your retirement strategy is unclear.
We help OBGYNs in Fort Myers:
- Consolidate multiple 401(k)s, 403(b)s, and other workplace retirement accounts
- Evaluate Roth conversion prospects
- Create a clear drawdown plan to support financial independence
AboutHolland Capital Management in Fort Myers, 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 Fort Myers, Florida
Fort Myers
Fort Myers (or Ft. Myers) is a city in and the county seat of Lee County, Florida, United States. As of the 2020 census, the population was 86,395; it was estimated to have grown to 95,949 in 2022, making it the 25th-most populous city in Florida.
Why OBGYNs in Fort Myers, 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 versatile income plan for retirement or semi-retirement
Lower tax friction and fewer administrative headaches
Schedule Your Complimentary Clarity Call
We collaborate with OBGYNs nationwide to prevent missteps 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
Fort Myers, FL - Hours
Monday - 9am-5pm
Tuesday - 9am-5pm
Wednesday - 9am-5pm
Thursday - 9am-5pm
Friday - 9am-5pm - Phone/Fax
P | 239-361-2021
F | (980) 500-1531 - Email Us
chad@hollandcapitalgroup.com