Financial Planning That Respects Your Career Complexity
Pathologists often divide their time between hospital contracts, academic institutions, and private labs. That usually leads to multiple retirement accounts—disorganized, uncoordinated, and under-optimized.
We help pathologists in Merritt Island:
- Consolidate multiple 401(k)s, 403(b)s, and other employer-sponsored plans
- Evaluate Roth conversion opportunities during career transitions
- Build a coordinated drawdown strategy for retirement or semi-retirement
About Holland Capital Management in Merritt Island, 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 Merritt Island, Florida
Merritt Island
Merritt Island is a peninsula, commonly referred to as an island, in Brevard County, Florida, United States, located on the eastern Florida coast, along the Atlantic Ocean. It is also the name of an unincorporated town in the central and southern parts of the island and a census-designated place (CDP).
Why Pathologists in Merritt Island, FL Work with Us
Independent fiduciary guidance
Led by a CFA®, CFP® — not a salesperson
Fee-only planning, customized for physicians
What You’ll Gain
Clarity across your financial accounts
A flexible income plan tailored to your schedule and lifestyle
Lower tax friction and fewer administrative headaches
Book Your Free Clarity Call
We collaborate with pathologists nationwide to prevent missteps and facilitate a seamless transition with purpose.
Schedule your introductory conversation today
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Location
Merritt Island, 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