Financial Planning That Respects Your Career Complexity
If you’ve worked in retail chains, private practices, or academic clinics, your 401(k) accounts are probably spread out, and your retirement plan might be unclear.
We help Optometrists in Oviedo:
- Consolidate multiple 401(k)s, 403(b)s, and other employer-sponsored plans
- Evaluate opportunities for Roth conversions
- Build a coordinated drawdown strategy for retirement
About Holland Capital Management in Oviedo, 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 Oviedo, Florida
Oviedo
Oviedo ( oh-VEE-doh) is a city in Seminole County, Florida, United States. As of 2020, the population was 40,059. It is part of the Orlando–Kissimmee–Sanford Metropolitan Statistical Area. Oviedo was known for its historic houses and buildings and agriculture, as well as its population of chickens that roamed the downtown area.
Why Optometrists in Oviedo, 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
Book Your Free Clarity Call
We work with optometrists across the country to prevent rollover missteps and facilitate a smooth transition with purpose.
Schedule your introductory conversation today
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Location
Oviedo, 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