Holistic Planning Welcomes Connor Visser to Lead New Montrose, Colorado Office
Holistic Planning, a national RIA managing 1.25 billion dollars, today announced that Connor Visser has joined the firm to establish its first Colorado office, located in Montrose. Visser will serve clients across the Western Slope and broader Colorado region as part of Holistic Planning’s growing national network of independent advisors.
Alex Nikulin, CFP® Joins Holistic Planning, Establishing Firm’s First New England Office
Holistic Planning, a national fee-only registered investment advisory firm with more than $1.25 billion in assets under management, today announced that Alex Nikulin, CFP® has joined the firm and established its first office in New England. Based in Portsmouth, New Hampshire, Nikulin serves individuals, families, and business owners across the region with comprehensive financial planning, investment management, and integrated income tax services.
