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Our Qualifications

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Thomas B. Holding, CFP®, CLU®, CRPC®

Financial Planner

(513) 942-4410

(513) 342-1239


Thomas B. Holding, CFP®, CLU®, CRPC® has obtained multiple professional designations since graduating from Miami University in Oxford, Ohio in May 1985 with a degree in Business and Majors in Finance and Marketing.

Tom holds Series 6, 7, 24, 26 and 63 securities registrations. He has earned the CERTIFIED FINANCIAL PLANNER™ certification (CFP® certification)  and Chartered Life Underwriter (CLU®) and Chartered Retirement Planning Counselor (CRPC®) designations.  He is also a Past President of the Financial Planning Association (FPA) of Greater Cincinnati.

He is very active in his community and has served on the Boards of the Northern Cincinnati Foundation and the Chamber Alliance of West Chester/Liberty. Tom lives in Liberty Township, Ohio with his wife, Eleanor, and together they have four children, Brett, Lydia, Thomas, and Anne.