Holistic Financial Partners

EST. AUM
$444,594,951

CONTACTS

CLIENT ACCOUNTS
862

Firm Details

Metro area Indianapolis
CRD Number
Website holisticfinancialpartners.com
Client types

Overview

Holistic Financial Partners, led by Jason Llewellyn, CPA, PFS, CDFA, adds dedicated divorce financial planning capabilities to Allworth's national platform. Llewellyn, who joins Allworth as a Partner Advisor, is the current Chair of the Institute of Divorce Financial Analysts and brings more than a decade of experience guiding clients through asset division, tax strategy, post-divorce budgeting, and long-term financial planning. The addition of Holistic Financial Partners brings a planning discipline to Allworth's national platform that few large RIAs offer in a dedicated, structured way.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Holistic Financial Partners

Platform Details

Investment Preferences

Alternative Activity

Address

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