Corporate Profile

The Practice

Holden Wealth Management Corporation

Our professionals work to assist clients  with implementing investment, insurance, and financial strategies to help meet their retirement, estate and business planning objectives, including business continuation and charitable giving plans. Through consistant effort and a reputation for integrity, the  firm has built a solid base of satisfied clients who have highly recommended them to their friends and colleagues.

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The History

Jon began his work in financial services in 1963 in the life insurance industry.  Jon Holden Associates was formed in 1971 and began to specialize in the qualified pension and profit sharing business with design and full administrative services.  Starting in the 80's, services extended in the field of investments and financial planning.  The 90's developed into a growing firm where Joshua Holden, Jon's son, joined the firm in 1997. With more than one Holden in the firm, Jon Holden Associates became Holden Wealth Management Corporation in 2001. Joshua is now an officer of Holden Wealth Management Corporation, and both Jon and Joshua are associated with National Financial Partners Corp., a nationwide, premier financial services organization.