Holistic Wealth Advisors

Lakshmi Nagarajan is a CFP® professional with 24 years of experience in the financial services industry. She is currently with Holistic Wealth Advisors, a five-advisor team based in Clifton Park, NY, and has previously worked with LPL Financial LLC and Cetera Investment Advisers LLC. Nagarajan is also involved with several insurance-related activities alongside her advisory role. Holistic Wealth Advisors manages approximately $234.3 million in discretionary assets for a client base that includes high-net-worth individuals as well as institutional and organizational clients. The firm offers portfolio management and financial planning services, utilizing multiple analysis methods and providing access to both wrap and non-wrap platforms.

Sue Donovan is a financial advisor at Holistic Wealth Advisors with 45 years of industry experience. She holds a Series 63 designation and has worked at firms including LPL Financial LLC, Stratos Wealth Partners, Ltd, and Cetera Financial Specialists LLC. Donovan has been with Holistic Wealth Advisors since 2011. Holistic Wealth Advisors serves individual and institutional clients with approximately $234.3 million in discretionary assets under management. The firm provides portfolio management, financial planning, and access to third-party adviser programs, employing multiple methods of analysis and managing accounts across various custodians.

Stacy Clifford is a financial advisor with Holistic Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at LPL Financial LLC, Stratos Wealth Partners, and Cetera Investment Advisers LLC. Clifford also operates as a self-employed professional. Holistic Wealth Advisors is a five-advisor team managing approximately $234.3 million in discretionary assets, serving individual and institutional clients. The firm provides portfolio management, financial planning, and access to third-party adviser programs, employing multiple methods of analysis and offering services to a diverse client base including high-net-worth individuals, governmental plans, and specialized niches.

Michael Mccamy is a financial advisor with Holistic Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Stratos Wealth Partners, LPL Financial, VOYA Financial Advisors, and Capital Financial Planning, as well as operating as an independent agent. Holistic Wealth Advisors is a five-advisor team managing approximately $234.3 million in discretionary assets as of December 31, 2024. The firm serves individual and institutional clients, offering portfolio management, financial planning, and access to third-party adviser programs with a focus on customized asset allocations and ongoing account monitoring across multiple custodians.

Charles Drake is a financial advisor with Holistic Wealth Advisors in Guilford, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial LLC since 2018 and previously at Cetera Advisor Networks LLC from 2013 to 2018. Holistic Wealth Advisors manages approximately $234.3 million in discretionary assets for a diverse client base, including high-net-worth individuals and institutional clients. The firm offers customized portfolio management, financial planning, and access to third-party adviser programs, employing multiple methods of analysis and maintaining custody through major custodians such as LPL, AssetMark, and Schwab.

Benjamin Couture is a financial advisor with Holistic Wealth Advisors in Clifton Park, NY, holding a Series 66 designation and five years of industry experience. His prior roles include positions at The Kelton Financial Group, Raymond James Financial Services, Northwestern Mutual Investment Services, and Ayco. He also provides administrative support to Holistic Wealth Advisors. Holistic Wealth Advisors manages approximately $234.3 million in discretionary assets for individual and institutional clients through a five-advisor team. The firm offers portfolio management, financial planning, and access to third-party adviser programs, using a range of analytical methods and working with diverse client types including high-net-worth individuals and governmental plans.

Thomas Lynch is a CFP® and ChFC® with 16 years of experience in financial advisory roles. He is currently with Holistic Wealth Advisors, a team of five advisors based in Clifton Park, NY, and has prior experience at firms including LPL Financial, Equity Service, Inc., and New York Life Insurance. Lynch is also involved with National Life Group and Advisors Insurance Brokers in insurance-related activities. Holistic Wealth Advisors manages approximately $234.3 million in discretionary assets for individual and institutional clients, offering portfolio management, financial planning, and access to third-party adviser programs. The firm employs multiple methods of analysis and serves a diverse client base, including high-net-worth individuals, municipalities, and niche planning sectors.