Professional Guidance That Reflects Your Career and Credentials
After years in specialized care, many psychologists in Pompano Beach 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
- Avoid sales-driven rollover advice from call centers
About Holland Capital Management in Pompano Beach, 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 Pompano Beach, Florida
Pompano Beach
Pompano Beach ( POM-pə-noh) is a city in Broward County, Florida, United States. It is located along the coast of the Atlantic Ocean, just north of Fort Lauderdale and 36 miles north of Miami. The nearby Hillsboro Inlet forms part of the Atlantic Intracoastal Waterway.
Why Psychologists in Pompano Beach, FL 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 psychologists nationwide to streamline rollovers and facilitate their financial transition.
Let’s have a short, no-pressure conversation to understand your current setup and where you’re headed next.
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Location
Pompano Beach, 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