Holistic Financial Counseling, LLC is a Registered Investment Adviser (RIA) firm dedicated to providing personalized financial guidance. Operating as a fiduciary, the company prioritizes its clients' best interests by offering fee-only services, which eliminates commissions and conflicts of interest. Their core services include comprehensive financial planning, investment management, and retirement planning, with a mission to help clients align their financial resources with their personal values and life goals. The firm was founded by Peter M. Kote, a Certified Financial Planner™ (CFP®).

Founded in

United States