The story of Holland Financial Group began long before the first financial plan was ever written. In the summer of 1968, Roger Holland started in Mitchell, Indiana, where he was welcomed into homes and met families around their kitchen tables. With only 34 clients, he quickly became a trusted advisor—one who didn’t just offer financial guidance, but became a part of their lives. Around those tables, Roger didn’t just talk about numbers; he listened to hopes and dreams, helping families find ways to secure their futures. In 1984, his wife Janet joined him, serving as both agent and office manager until her retirement in 2020, helping carry forward the spirit of personal connection that has always defined Holland Financial Group.

Fast forward to today, and Roger’s son, Brad, has continued that legacy by transitioning the firm into a full-service financial planning office in 2006. Holland Financial Group is now an independent, fiduciary firm, providing expert guidance in financial planning, investments, and insurance. Our commitment to transparent and creative solutions has allowed us to serve not just one generation, but three and four generations of families—those who still fondly remember Roger’s visits and are now sitting down with Brad and the team to plan their futures, just as they did at the kitchen table years ago.

At Holland Financial Group, you won’t get lost in a sea of advisors or be handed off to someone you’ve never met. Brad works directly with every client and, behind the scenes, our dedicated team ensures you have the support you need.

Holland Financial Group is on a mission to partner with you on your journey toward a prosperous retirement. Our firm has what it takes to turn your nest egg into a dependable retirement strategy.

We believe that the daily decisions you make in life profoundly impact whether or not you will reach your future goals. From everyday purchase decisions to major life decisions, what you do today will influence what happens to you tomorrow. For that reason, we strive to provide holistic financial advisory services. We equip clients with the knowledge needed to make the best decisions for their lives going forward.

Responsive, genuine, and knowledgeable, we design planning strategies that are creatively engineered to help our clients reach their goals. As a family-owned and operated firm, we are truly dedicated to establishing long-term relationships with our clients and their families. You have worked hard to get to where you are today. We honor your hard work and sacrifice by creating customized strategies that position you for a lifetime of success.