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.

 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.

 The Principals

Jon R. Holden, CLU, ChFC, President of Holden Wealth Management, is a seasoned veteran in the financial industry, with more than 43 years of experience in financial sevices.  Jon holds the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).  He serves as a Registered Representative and an Investment Advisor Representative of NFP Securities, Inc. (NFPSI), which gives him the resources necessary to keep up on the current, ever-growing, and changing economic changes through seminars, classes, and special related programs.  Jon's professional affiliations include the Million Dollar Round Table, Strategic Coach, American Society of CLU, ChFC, and member of PartnersFinancial.

 Joshua M. Holden, IAR,  Vice President of Holden Wealth Management since 1997, is a Registered Representative and Investment Advisor Representative with NFP Securities, Inc. (NFPSI).  Joshua's focus is designing financial plans and managing our clients investment programs. Joshua's professional affiliations include the Million Dollar Round Table, Principal member of PartnersFinancial, and graduate of Calvin College in Grand Rapids, Michigan. Joshua is enrolled at the American College where he is working toward his certification as a CERTIFIED FINANCIAL PLANNER™ practioner.

 Client Services

Whitney Carr is a Registered Representative with NFP Securities, Inc. and serves as our Client Service Specialist.  Should you require account information or need to update your records, feel free to contact me.  I handle many of our routine requests and am available during normal business hours.  Additionally, as our Marketing Coordinator, I am the person to speak with when making a reservation for one of our client dinners, seminars, or workshops.  If you’re kind enough to mention us to a friend who would appreciate our services, I can arrange to get your friend invited to our programs or receive information about Holden Wealth Management. I can be reached at whitney@jholden.com or by calling the office.