Our Firm and Focus
Founded in 2013, Holly Street Wealth Advisors is an independent and privately held SEC Registered Investment Advisor. Our core team has over 75 years of combined experience in investment advice, portfolio construction, and advisory services to individuals, families and a variety of institutional investors including foundations and endowments.
We believe in the importance of understanding each client’s unique financial goals, risk, and return profile. We pride ourselves on our commitment to personal service and customized solutions for our clients’ wealth management needs.