Holistic Financial Partners - Crunchbase Company Profile & Funding

Overview

Holistic Financial Partners

Heat Score

Company Performance Metrics

Score

Trend

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Heat Trend - The change in the heat score over the given time period

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About Holistic Financial Partners

CB Rank

1353079

Holistic Financial Partners is a financial services firm that provides planning and wealth management services.

Private

Indianapolis, Indiana, United States

1-10

www.holisticfinancialpartners.com/

Advice

Consulting

Financial Services

Wealth Management

Key People

Jason Llewellyn: President

Details

Operating Status

Active

Company Type

For Profit

Phone Number

+1 317-550-3400

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

High-Asset Divorce Planning

Financial planning and analysis services for divorces involving significant assets, focusing on asset division, retirement account management, tax planning, and post-divorce financial strategies.

Executive Transitions

Financial advisory services to convert business value and executive compensation into personal wealth during career changes, business sales, or retirement.