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 Winter Park:
- 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 Winter Park, 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 Winter Park, Florida
Winter Park
Winter Park is a city in Orange County, Florida, United States. The population was 29,795 according to the 2020 census. It is part of the Orlando–Kissimmee–Sanford, Florida Metropolitan Statistical Area. Winter Park was founded as a resort community by northern business magnates in the late 19th and early 20th centuries.
Why Physicians in Winter Park, 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
Winter Park, 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