Holland, MI Office

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The Holland office advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum and offer services that include:

  • Financial, retirement, and estate planning
  • Investment management
  • Cash flow and budget planning
  • Charitable giving strategies
  • Personal trust and estate settlement services
  • Bill paying
  • Family Office
  • Professional Athlete services
  • Business consulting services
  • Institutional services
  • Retirement plan consulting

The Holland office proudly serves local clients as well as clients residing in neighboring states. Combined, the Holland team brings more than 150 years of experience and is ready to help clients achieve clarity and confidence around their finances through utilizing a comprehensive and strategic financial plan. The office opened in 1992 when Michigan native and current managing director, Kevin Klok, merged his local practice with the company to provide a larger offering to the growing client base in the Holland area.

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