Holistic Financial Partners, LLC

Mark Hildebrand is a financial advisor with Holistic Financial Partners, LLC in Indianapolis, Indiana. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Hildebrand has been with Holistic Financial Partners since 2015. Holistic Financial Partners serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and business entities, offering wealth management, financial planning, investment management, and retirement plan consulting. The firm manages client assets primarily on a discretionary basis, integrating behavioral finance with a derivative of Modern Portfolio Theory to construct diversified portfolios.

Mark Idzik is a financial advisor with Holistic Financial Partners, LLC in Indianapolis, IN. He holds a Series 65 designation and has eight years of industry experience, including roles at TCC, Inc. and Defenders, Inc. Outside of his advisory work, he serves as Treasurer for the Central Indiana Association of Collaborative Professionals, handling financial reporting and bank reconciliations. Holistic Financial Partners provides comprehensive wealth management, financial planning, investment management, and retirement plan consulting for individuals, retirement plans, trusts, estates, and business entities. The firm primarily manages client assets on a discretionary basis, using a combination of behavioral finance analysis and a derivative of Modern Portfolio Theory to construct portfolios.

Jason Llewellyn is a financial advisor with Holistic Financial Partners, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Holistic Financial Partners since 2015. Outside of his advisory role, Llewellyn serves as a board member for the Coalition to Diversify Financial Advice (CDFA). Holistic Financial Partners provides comprehensive wealth management, financial planning, investment management, and retirement plan consulting to individuals, retirement plans, trusts, estates, and business entities. The firm uses a discretionary investment approach that incorporates behavioral finance and a derivative of Modern Portfolio Theory, managing portfolios across mutual funds, ETFs, individual equities, and fixed income.

Julie Dant is a financial advisor with Holistic Financial Partners, LLC in Indianapolis, IN. She holds a Series 66 designation and has 10 years of industry experience. Dant has been with Holistic Financial Partners since 2015. Holistic Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of behavioral finance and a derivative of Modern Portfolio Theory to construct primarily discretionary portfolios, with regular quarterly reviews and the use of mutual funds, ETFs, individual equities, fixed income, and independent managers.