Clarify your financial future & gain the confidence to thrive

Stop worrying, start living. We are a financial advisory firm serving families in their most pivotal decision making years. Make good decisions, navigate life’s milestones, live fully, and give generously, all while preparing to retire well.

We lay the groundwork for a future shaped by
your choices & our expertise.

Financial advice designed just for you.

We partner together to navigate your life & finances.

Investment
Management

Our tailored approach balances your risk tolerance with your long-term objectives, ensuring your portfolio is strategically positioned for optimal performance and alignment with your life goals.

Budget & Milestone Planning

Whether you're starting a family, buying a home, or managing an inheritance, we help you navigate these significant events with financial confidence and peace. We help optimize your budget and enhance your savings strategy for a more secure financial future.

Small Business
Services

With over 13 years of experience in small business, we provide support ranging from process improvement, to P&L analysis, and even leadership development & coaching.

Financial
Audit

When we begin working together, we immediately identify opportunities for financial improvement. We conduct a thorough review of your financial situation, pinpointing actionable steps you can take right now to enhance your financial health and progress towards your goals.

We understand how overwhelming it can be to navigate life's financial challenges without clear, trustworthy guidance.

Let’s Get Started

1

Schedule an Intro Call

A 20-30 minute call to meet each other and ensure we align with your financial needs. Much like choosing the right specialist for medical care, it’s essential to partner with the correct financial planner. By the end of this meeting you will understand what it means to engage with us and how we will partner together.

2

Discovery Meeting

We meet to better understand your financial goals and gather the information and documents we need to get started. We learn about where you are now and where you want to go in life.

3

Financial Audit

You join the Holcomb Financial client family and we embark on identifying the opportunities that will lead you to financial excellence. We start with a Financial Audit that allows us to address quick course corrections, save you money, and prepare you for the future.

Our Pricing

Flexible Pricing Model That Works For You

We believe good financial planning and advice should be accessible to everyone. We know that you have a lot of life to live between now and retirement, and our goal is to help you live well through life’s big & small milestones.
The decisions you make today matter.

Grow

less than $500,000 in assets

$300-$600 /month

+ $1,000 one time fee

Fees are negotiable & based on complexity
(income, marital status, kids, etc)

Includes:

-Financial Planning Services
-Investment Management (no minimum assets)
-Financial Audit
-Unlimited access, ask us anything
-Set up a meeting anytime
-Ongoing Support

Thrive

$500,000 or more in assets

1% annual fee

of assets under management

% charged decreases as assets grow

Includes:

-Financial Planning Services
-Investment Management
-Financial Audit
-Unlimited access, ask us anything
-Set up a meeting anytime
-Ongoing Support

Hourly engagements available upon request $275 /hour

What can you expect from partnering with Holcomb Financial?

  • A Financial Audit at the beginning of our partnership to address any “low hanging fruit” and ensure that you and your family are protected

  • Unlimited access, ask us anything—calls and emails answered within 48 business hours and easily set up a meeting anytime

  • We join your team; you have a friend and partner in decision making and navigating life’s big and small events

  • We don’t sell anything, we work to simplify what is complicated and prioritize being available to you

At Holcomb Financial in Canton, GA, we understand that you aspire to be in control of your financial future, feeling confident and secure in your financial decisions. We know the challenge isn't just about building wealth; it's about understanding how to navigate through the complexities of financial planning in every stage of your life. That's where many feel lost, overwhelmed by the sheer amount of information and options available. We believe that financial clarity shouldn't be a privilege reserved only for individuals that have amassed assets. That's why we're committed to demystifying the financial planning process, offering clear, personalized guidance tailored to your unique situation and goals. Our process begins with an Introductory Call to truly understand your needs, followed by a Discovery Meeting to better understand your situation and scratch the surface of a Financial Audit. With Holcomb Financial, you're not just planning for the future, you're equipping yourself to make informed decisions today. So, take the first step towards financial clarity — let us guide you to a future where you're not just surviving, but thriving.

Plan for retirement while
living well & preparing for milestones with Holcomb Financial in Canton, GA

Financial guidance is about more than just planning for retirement—it's about paving the way for a life well lived. Together, we can navigate today's unique challenges and milestones, empowering you to embrace every moment with financial confidence & peace.

  • Build Financial Excellence

  • Create a Legacy of Good Stewardship

  • Prepare for Life’s Milestones Both Big & Small

  • Prioritize Education & Opportunities for the Next Generation

  • Grow Your Net Worth & Live a Life of Financial Confidence

  • Give Generously in Ways That Align with Your Values