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

• Earned his Bachelor of Science Degree in Business from Florida State University.
• Certified Financial Planner^™ since 1987.
• Member of the national Financial Planning Association and the local Dallas/Fort Worth chapter.
• 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.