Broker Check


How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Learn more


Here at Holvick & Associates, we are always trying to provide the most up to date information on a number of different topics.  Several times throughout the year, we also host events that you can attend!  Along with a wealth of useful workshops and presentations, we like to have a little fun too! 

Community is important to all of us at Holvick & Associates.  We take every opportunity to give back to not only our home town of Fenton, but to the surrounding communities as well.

Click on the link to see upcoming and past events.

Learn more

Our Mission

To help you navigate the complex and ever changing financial landscape so that you have more free time for the important things in life.

Holvick & Associates is a comprehensive fee based financial planning firm that focuses on delivering creative solutions and innovative plan designs. We tailor our plans to not only fit your current financial situation, but also to provide a foundation for future growth.

Contact us today for a free consultation.

Business Planning & Consultation

Project Based Planning

Comprehensive Financial Planning

Legacy & Estate Planning

Market Summary