Professional Guidance That Reflects Your Career and Credentials
After years in specialized care, many urologists in Roswell 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 Roswell, 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 Roswell, Georgia
Roswell
Roswell is a city in northern Fulton County, Georgia, United States. At the official 2020 census, the city had a population of 92,883, making Roswell the state's ninth largest city. A suburb of Atlanta, Roswell has an affluent historic district. In 1830, while on a trip to northern Georgia, Roswell King passed through the area of what is now Roswell and observed the great potential for building a cotton mill along Vickery Creek.
Why Urologists in Roswell, 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.
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Location
Roswell, 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