David Holtz CFP® and Brittany Holtz Madden CFF®

Security and Stability in a Time of Uncertainty

You dream of financial security. How can you realize that dream?

Talk to David Holtz CFP® and Brittany Madden, Certified Financial Fiduciary. David and Brittany are investment professionals who can be your personal guides to planning a financially secure future. As your investment professionals, David and Brittany harness their analytical and problem-solving skills to help you navigate to your financial goals.

Making Complex Financial Concepts Simple to Understand

David and Brittany make investing easy to understand, and they welcome your active participation. They will educate you on the basics and quickly increase your investment knowledge - empowering you to make financial planning decisions with confidence.They will work with you to clarify your financial objectives and create long-term investment strategies to help you achieve them.

As seasoned professionals with more than 40 years of combined financial services experience, David and Brittany's disciplined and focused commitment to your financial future can bring you peace of mind knowing that your future is in good hands. Brittany will assure continuity as the years pass.