That’s why Tommy Andersen created Holistic Wealth Partners, LLC ─ to help clients realize their dreams and financial goals. To achieve financial health, you need a holistic management approach. Holistic financial planning considers all aspects of your life and unique financial picture. As our firm’s name suggests, we use this holistic management style to address spending and saving, investment and debt management, insurance, taxes, estate planning, and employee and government benefits.
No one lives in a vacuum when it comes to their financial well-being.
Through wealth management, tax planning and insurance, the advisory team at Holistic Wealth Partners helps you implement the best solutions within the context of your overall situation. We report to you periodically, review your financial and life situation, and adjust advice and recommendations as your life changes.
Tommy Andersen, MBA, is the CEO of Holistic Wealth Partners, LLC. He is a member of the National Ethics Association, a past president of the National Association of Insurance and Financial Advisors and an MBA graduate of Pepperdine University.