Efficient, Fiduciary Rollover Guidance for Geneticists
If you’re planning to retire or leave a hospital group, your 401(k) or 403(b) might no longer align with your long-term goals. Geneticists often encounter unnecessary fees, missed planning opportunities, or confusing rollover choices. At Holland Capital Management, we help professionals like you cut through the noise, simplify the process, and protect your wealth.
About Holland Capital Management in Oak Ridge, NC
We provide premium financial planning and investment advice to high-income professionals and business owners across the U.S
M. Chad Holland CFA, CFP®
About Oak Ridge, North Carolina
Oak Ridge
Oak Ridge is a town in northwestern Guilford County, North Carolina, United States. The population was 6,185 at the 2010 census, up from 3,988 in 2000. As of 2018, the population had risen to an estimated 6,977. Oak Ridge is 15 miles (24 km) northwest of the center of Greensboro, North Carolina's third-largest city, and it is a part of the Piedmont Triad urban area.
Why Geneticists in Oak Ridge, NC Work with Us
You may have income streams from academic, lab, and private sources
You’re committed to precision in your work and want the same level of accuracy in your planning
You aim to align your retirement planning with your research or academic goals
You’re looking for a long-term fiduciary relationship, not sales pitches
What You’ll Gain
A fiduciary-led rollover strategy tailored to your goals
Assistance comparing rollover, Roth conversion, or in-plan options
Coordinated investment management across accounts
Direct access to M. Chad Holland, CFA®, CFP®—no handoffs
Book Your Free Clarity Call
Let’s have a short conversation about your rollover strategy. You’ll get straightforward, personalized guidance—with no pressure or obligation.
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Location
Oak Ridge, NC - 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