Holden Wealth Management utilizes its high level of experience and knowledge by using a team approach in assisting clients with their retirement, income, and estate planning needs.
Jon R Holden, ChFC, CLU has been educating investors in Bloomington and the surrounding communities for over 52 years. With a focus on coordinated financial planning along with insurance and estate planning, Jon has developed trusted and lifelong relationships with many of his clients.
Joshua M. Holden, Investment Advisor Representative, joined Jon in serving Bloomington area investors over 17 years ago. Joshua focuses on designing financial plans and managing clients’ investment portfolios, and he dedicates himself to crafting a plan that is unique for each client.