Financial Planning That Respects Your Career Complexity
As ophthalmologists in Ponte Vedra Beach wind down their surgical work or prepare for retirement, many face a complex web of retirement accounts — including hospital 403(b)s, group practice 401(k)s, and other workplace plans.
We help Ophthalmologists in Ponte Vedra Beach:
- Consolidate multiple 401(k)s, 403(b)s, and other employer-sponsored plans
- Use income tapering to facilitate Roth conversion strategies.
- Build a streamlined, tax-aware income plan for retirement
About Holland Capital Management in Ponte Vedra Beach, 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 Ponte Vedra Beach, Florida
Ponte Vedra Beach
Ponte Vedra Beach is a wealthy unincorporated community and suburb of Jacksonville, Florida in St. Johns County, Florida, United States. Located in the Jacksonville metropolitan area, 18 miles (29 km) southeast of downtown Jacksonville and 26 miles (42 km) north of St. Augustine, it is part of the Jacksonville Beaches area, and is situated on San Pablo Island.
Why Ophthalmologists in Ponte Vedra Beach, FL Work with Us
Planning-first approach, no product sales
Specializing in high-income medical professionals.
Fiduciary advice from a CFA®, CFP® — no commissions
Transparent, tax-aware rollover planning
What You’ll Gain
A coordinated strategy across your accounts
A flexible income plan aligned with your future goals
Confidence in your next financial chapter
Book Your Free Clarity Call
We collaborate with ophthalmologists nationwide to prevent errors and ensure a smooth, purposeful transition.
Schedule your initial call today
Discover the essentials to safeguard your wealth in volatile markets! Uncover expert insights and actionable tips in our latest E-book
-
Location
Ponte Vedra Beach, 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