Financial Planning That Respects Your Lifetime of Service
After years of clinical practice, pediatricians in Lake Mary face a common challenge: coordinating scattered retirement accounts, reducing tax risk, and planning for income flexibility.
We help pediatricians in Lake Mary:
- Consolidate accounts across hospital systems and group practices
- Optimize Roth conversion windows during income transitions
- Avoid commission-driven rollover products
About Holland Capital Management in Lake Mary, 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 Lake Mary, Florida
Lake Mary
Lake Mary is a suburban city that is located in the Greater Orlando metropolitan area in Seminole County, Florida, United States, and is located in Central Florida. The population was 16,798 at the 2020 census. It is the home of the 2024 Little League World Series Champions.
Why Pediatricians in Lake Mary, FL Work with Us
Fiduciary-only guidance
Independent, strategy-first planning
Led by a CFA®, CFP® — not a sales team
What You’ll Gain
Clarity across your 401(k)s, 403(b)s, and other retirement accounts
A step-by-step plan for retirement income
Help managing tax exposure and Medicare timing
Book Your Free Clarity Call
We work with pediatricians across the country to prevent rollover missteps and facilitate a smooth transition with purpose.
Schedule your introductory conversation today
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Location
Lake Mary, 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