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 North 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 North 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 North Fort Myers, Florida
North Fort Myers
North Fort Myers is an unincorporated area and census-designated place (CDP) in Lee County, Florida, United States. The population was 42,719 at the 2020 census, up from 39,407 at the 2010 census. It is part of the Cape Coral-Fort Myers, Florida Metropolitan Statistical Area.
Why OBGYNs in North 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
North Fort Myers, 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