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Chad Holmes (CFP®, CPA, CPWA®, CRPS)

Chad Holmes focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Silent Generation

Planning Specialties

Tax Efficient Inheritance for the Proactive Power of Attorney. Multigeneration planning is very different than your average financial advisor engagement. Many common strategies won't apply, and many other opportunities are uniquely available to your family. As your fiduciary planner, I would love to get to know the unique dynamics that make up your family (the good and the bad!). As we get to know each other, we'll design implementable strategies that work for you so you can focus on what really matters: time with family.

Additional Information

Formula Wealth specializes in serving baby boomers with power of attorney on their parents, implementing generational tax saving strategies to ensure their legacy is used as intended, and not a tip given to Uncle Sam. By combining wealth management with tax planning and estate strategies, we all work together to accomplish clearly defined goals. You spend time with your parents while you can, let me handle the boring details behind the scenes for you... I love it!

NAPFA Start Date

January 20, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1801 Fairforest Dr Montgomery, AL 36106 Phone: (901) 262-1281
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