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Holmes Management, LLC

At Holmes Management LLC, we believe financial advice should be both understandable and actionable. With over 35 years in the industry and a substantial amount of client assets under care, we offer personalized strategies rooted in trust, transparency, and time-tested expertise for clients across the U.S.

Our Experience

Over 100 years of combined, results-driven financial wisdom.

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Our Team

Skilled advisors. Deep insight. Committed to your financial goals

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Our Services

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Estate Planning

Navigate legacy, trusts, and transfers with clarity and care.

Business Investment Concept
Investment Planning

Custom strategies designed to grow and protect your portfolio.

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Tax Planning

Reduce liabilities while staying ahead of complex regulations.

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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA /SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This communication is strictly indented for individuals residing in the states of (AL, AZ, CA, CO, FL, GA, IL, IN, IO, MI, MD, MN, MS, MT, NM, NY, NC, OH, PA, SC, TN, TX, VA, WA, WV). No offers may be made or accepted from any resident outside the specific states referenced.

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