Holmes Management, LLC

At Holmes Management LLC, we believe financial advice should be both understandable and actionable. With over 35 years in the industry and $100M in managed assets, we offer clients across the U.S. personalized strategies rooted in trust, transparency, and time-tested expertise.

Our Experience

Over 100 years of combined, results-driven financial wisdom.

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Our Team

Skilled advisors. Deep insight. Committed to your financial goals

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Our Services

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Estate Planning

Navigate legacy, trusts, and transfers with clarity and care.

Business Investment Concept
Investment Planning

Custom strategies designed to grow and protect your portfolio.

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Tax Planning

Reduce liabilities while staying ahead of complex regulations.

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