Broker Check

Meet Our Team

Families and individuals with legacy wealth often require services and expertise that go far beyond traditional wealth management. As one of only a few teams who have earned Baird’s Family Wealth Advisor designation, The Hollander Group has the experience and resources to serve these specialized needs. Whether it’s maximizing the impact of charitable giving, transitioning or selling a business, or making the most of executive compensation, we provide guidance on the issues our clients care about most.  We care for our clients and their families in a wholistic way that few other teams can.

No matter what’s on your mind, we have thoughtful, tailored solutions that free you to focus on the people and aspects of your life that matter most.

We help clients see the possibilities. Let’s take a look at yours!

Designations

CIMA

Certified Investment Management Analyst (CIMA) indicates a top certification and are considered experts in the industry.

The Certified Investment Management Analyst (CIMA) is a certification for financial consultants and investment advisors. It is issued by an organization called the Investments and Wealth Institute. While this credential doesn’t offer analysts any legally binding benefits, it is essentially a mark of achievement and skill.

CFP®

Certified Financial Planner ™ Education, examination, and experience sets a CERTIFIED FINANCIAL PLANNER® professional apart from other advisors.

The CFP ® certification reinforces your financial planner competency, through rigorous education and experience requirements– including ongoing continuing education coursework.

CPWA®

Certified Private Wealth Advisor® (CPWA®) is an advanced education and certification program for financial advisors who work with high-net-worth clients on the life-cycle of wealth: accumulation, preservation, and distribution.

By selecting a CPWA advisors, you’re working with someone who has committed themselves to attaining advanced wealth management knowledge and can guide you through the most complex issues, ethically and with only your best interests in mind.