Rooted Wealth Advisors

A Smart Investment In Your Future. Holder Wealth Management Inc is a firm that will offer comprehensive financial planning services, including estate planning, income tax planning and retirement planning, in addition to asset allocation and portfolio management...

Partner With A Broker Who Cares

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy