Holistic Financial Partners

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Holistic

The Partner You Need

The future you want is waiting. We'll help you get there.

When it comes to your finances, you need someone you can trust. At Holistic Financial Partners, we have the experience and the expertise to help you identify and achieve your goals. But more than that, we’re personally committed to your success.

For 20 years, our financial planning and wealth management advisors have specialized in protecting the financial interests of individuals during divorce. We’re much more than financial planners and wealth managers. We’re your personal partner and advocate as you work to secure the future you want.

Divorce is complicated. Let us help make things simpler.

Get to know the team that is ready to go to work for you.

Jason Llewellyn

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Mark Hildebrand

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Julie Dant

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Christina Harmon

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Mark Idzik

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Whitney Schmitt

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Andrew Armstrong

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