Holland Capital Management works with clients from two offices: our main office in Charlotte, North Carolina, and our Florida office in Winter Park. Most meetings happen by video or phone, so where you live matters less than whether we are a good fit for the decisions in front of you. When it helps to sit down together, we meet by appointment near you.
The pages below explain how we work with clients in each state and the planning questions that tend to come up there.
Florida
Relocation, homestead, retirement income and estate plans written in another state. See financial advisor in Florida, with pages for individual cities.
North Carolina
Our main office is at 15720 Brixham Hill Avenue, Suite 300, in Charlotte. See fiduciary financial advisor in North Carolina, with pages for individual cities.
South Carolina
York and Lancaster counties are a short drive from our Charlotte office. See fiduciary financial advisor in South Carolina, with pages for individual cities.
Georgia
We work with Georgia clients by video and phone, and meet in person by appointment at a meeting center near their city. See fiduciary financial advisor in Georgia, with pages for individual cities.
Tennessee
We work with Tennessee clients by video and phone, and meet in person by appointment at a meeting center near their city. See fiduciary financial advisor in Tennessee, with pages for individual cities.
Virginia
We work with Virginia clients primarily by video and phone, and in many cities we meet in person by appointment at a meeting center nearby. See fiduciary financial advisor in Virginia, with pages for individual cities.
Working with Holland Capital
Holland Capital Management is an independent registered investment adviser and a fiduciary. M. Chad Holland, CFA, CFP® works directly with clients and is responsible for the planning and advice.
The first conversation is free. If there is work worth doing after that, we will define the scope and cost before you decide whether to move forward.
For how engagements are set up, see what we do.
RETIREMENT ENGINEERING™
The Order Matters
Five retirement decisions and why timing matters.
