As a fiduciary financial advisor in Columbus, Holland Capital helps longtime employees whose employer has merged sort out their legacy company stock, retirement accounts and new benefit choices. Most of the work happens by video and phone, and in-person meetings can take place at your home by appointment.
Same desk. A new company name.
Columbus is home to Fort Benning and to Aflac’s headquarters, and large local employers have changed hands, including the 2026 merger of Synovus and Pinnacle Financial Partners. About 14% of adults in Columbus are veterans.
When your employer merges with another company, your job may stay the same while your benefits change. Shares you held may be converted into the new company’s stock. Your retirement plan, health coverage and other benefits may also change. Each change is a decision point.
Work through those decisions with a fiduciary, and find out how they are paid.
Your Legacy Company Stock
Shares in a merged company can become a large part of what you own. We look at how much of your wealth sits in that one stock, your tax basis and the tax effect of selling.
Our guide on selling company stock explains the main choices.
Old Accounts and New Plans
A merger can bring a new 401(k), a new match formula or a transfer of your old plan. We check what happened to your balances and whether accounts from earlier jobs should be combined.
Benefit Elections After a Merger
Health coverage, life insurance and other elections may need to be made again. We help you compare the new options with your household’s needs and costs.
Investing the Whole Picture
Once the stock and accounts are sorted, we invest them as one plan. Our investment management covers the accounts you choose to move to us, with your employer stock considered as part of the overall portfolio.
How We Work with Clients in Columbus
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.
Bring your latest stock plan or brokerage statement, any merger notices about your benefits, your 401(k) statement and last year’s tax return.
You leave with a written plan for the stock, your accounts and your benefit choices, in the order they need attention.
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.
Our offices are in Charlotte, North Carolina and Winter Park, Florida. We work with clients in Columbus primarily by video or phone. When an in-person meeting makes sense, we can meet at your home by appointment.
We work with clients throughout Georgia. You can see the other Georgia communities we serve here.
Our what we do page explains how a planning engagement works.
RETIREMENT ENGINEERING™
The Order Matters
Five retirement decisions and why timing matters.
Frequently Asked Questions
Should I Sell My Company Stock After a Merger?
There is no single answer. It depends on how much you hold, your tax cost and what else you own. We show the effect of keeping, selling or selling over time.
How Can a Fiduciary Financial Advisor Help After a Merger?
Holland Capital acts as a fiduciary when providing financial planning and investment advice. For an employee after a merger, that means advice on stock, accounts and benefits as one plan, with your interests first.
Assets you move into our management increase our fee. We point that out first.
Will You Meet with Me in Columbus?
Yes. We can meet at your home in Columbus by appointment, and handle other conversations by video or phone.
Photo: Adam Jones / Wikimedia Commons / CC BY-SA 2.0, cropped.
