Money Holistics

Boundless Wealth (dba Money Holistics) is a state-registered independent advisory firm operated by a single advisor that provides discretionary investment management, project-based and ongoing financial planning, and retirement-account guidance to individuals (including high-net-worth clients), trusts, estates, and small businesses. The firm reports roughly $27 million in discretionary assets across about 72 client relationships and typically constructs portfolios using ETFs, mutual funds and individual securities.

The firm operates as a fiduciary and implements customized, long-term oriented portfolios informed by both fundamental and technical analysis, with discretionary authority to rebalance, harvest gains or losses, and retain legacy positions for tax or fit reasons when appropriate. Clients receive ongoing monitoring, periodic reviews and quarterly reporting, and may place reasonable investment restrictions subject to the advisor’s acceptance.

Noteworthy features that distinguish the firm from many solo RIAs include a recurring subscription-style ongoing financial planning program in addition to project-based and hourly planning, an uncommon fee model among peers. The firm’s principal also maintains a separate licensed insurance practice that generates commission-based sales and operates a non-advisory financial-coaching business, and the advisory entity is owned through a family limited partnership with a disclosed client holding a small indirect ownership interest — all of which are disclosed in the brochure and managed through written policies and client disclosures.