Financial Planning That Respects Your Career Complexity
Whether you’ve spent your career in family medicine, internal medicine, or hospital-based care, chances are your 401(k) accounts are scattered, and your retirement strategy unclear.
We help generalist physicians Lehigh Acres:
- Consolidate multiple 401(k)s, 403(b)s, and other workplace retirement accounts
- Evaluate Roth conversion opportunities
- Build a flexible, tax-aware drawdown plan tailored to your goals
About Holland Capital Management in Lehigh Acres, 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 Lehigh Acres, Florida
Lehigh Acres
Lehigh Acres is a census-designated place (CDP) in Lee County, Florida, United States. As of the 2020 Census the population was 114,287, up from 86,784 at the 2010 census. Lehigh Acres is part of the Cape Coral-Fort Myers, Florida Metropolitan Statistical Area. It is one of the fastest growing communities in Lee County.
Why Physicians in Lehigh Acres, 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 collaborate with generalist physicians nationwide to prevent rollover errors and ensure a purposeful, seamless transition.
Schedule your introductory conversation today
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Location
Lehigh Acres, 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