Professional Guidance That Reflects Your Career and Credentials
After years in specialized care, many urologists in Dunwoody face the challenge of coordinating old 401(k)s, hospital retirement accounts, and brokerage assets — often without a cohesive plan.
We help clinicians bring order and purpose to the transition out of practice:
- Consolidate employer plans and simplify account structure
- Evaluate Roth conversions during low-income windows
- Remove costly investment overlap and legacy assets
- Remove costly investment overlap and legacy assets
About Holland Capital Management in Dunwoody, GA
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 Dunwoody, Georgia
Dunwoody
Dunwoody is a city located in DeKalb County, Georgia, United States. As a northern suburb of Atlanta, Dunwoody is part of the Atlanta metropolitan area. It was incorporated as a city on December 1, 2008, but its area establishment dates back to the early 1830s.
Why Urologists in Dunwoody, GA Work with Us
We serve medical professionals nationwide who are:
Near retirement or adjusting clinical hours
Seeking a tax-aware income plan
Looking for independent, fiduciary guidance
What You’ll Gain
An integrated strategy for all retirement accounts
Tax-smart rollover and withdrawal decisions
Clarity and control in your financial transition
Book Your Free Clarity Call
We collaborate with urologists nationwide to simplify rollovers and manage their financial transitions.
Let’s have a quick, no-pressure chat to learn about your current setup and your next steps.
Discover the essentials to safeguard your wealth in volatile markets! Uncover expert insights and actionable tips in our latest E-book
-
Location
Dunwoody, GA - 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