THE PRACTICE

Holden Wealth Management works hand in hand with clients through investments, insurance, and financial strategies. We put the needs and goals of the client first to ensure they feel their money is in good hands. Through time, we have built a solid base of clients from our integrity and foundational core values. We strive for security, relationships, and an overall comfortable atmosphere for our clients.

THE HISTORY

Jon Holden, the founder of Holden Wealth Management, began his financial service journey in 1963. He formed Jon Holden Associates in 1971 and specialized in the qualified pension and profit-sharing business with design and full administrative services. It was about forty years ago that Jon extended it services to cover investments and financial planning. Jon's son Josh, who is the Lead Financial Advisor as of today, joined in 1997. The business officially gained its name: Holden Wealth Management in 2001. Through our association with Kestra Financial, we have access to a top-ten independent broker-dealer. From Austin Business Journal, their “Investment Management First List for 2024, Kestra Financial has been recognized as number one on both the Broker-Dealer and RIA rankings for the greater Austin area” which “[provide] superior support and financial solutions so that advisors can better serve their clients”.

“Kestra Financial Receives Honors from Top Local and Industry Publications.” Kestra Financial, 3 May 2024,                                                       www.kestrafinancial.com/newsroom/media-coverage/kestra-ranked-a-top-broker-dealer-and-                         ria#:~:text=Kestra%20Financial%20Receives%20Honors%20from,can%20better%20serve%20their%20clients.