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Jeffrey M. Holler, CFP®

View Jeff’s full bio and background

  • Has been navigating wealth for highly affluent families since 1989.
  • Extensive experience and long-term relationships with some of the wealthiest owners of large privately held multi-generational businesses across the United States.
  • Created and trademarked The Results Accelerator System to solve the challenges facing families who have completed plenty of planning with many advisors and have highly complex situations.
  • Author, Bigger Than Business (High Bridge Books, 2018) Learn more
  • Hosts the widely listened to Bigger Than Business Podcast
  • Founder of the Business Owners’ Summit – Fort Worth Edition
  • Serves on the Board of Directors of Crown Financial Ministries
  • Earned his Bachelor of Science Degree in Business from Florida State University.
  • Certified Financial Planner since 1987.
  • Member of the Fort Worth Estate and Business Planning Council.
  • Regular attendee of the Heckerling Institute of Estate Planning.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP
® and Certified Financial Planner™ in the U.S.