Brian Holmes is the Vice President and Wealth Manager at Peachtree Planning of South Carolina, with over 20 years of experience in providing financial advice to high-net-worth individuals, pre-retirees, and business owners. He creates personalized financial plans that align with clients' long-term goals, emphasizing trust and informed decision-making.
For high-net-worth individuals, he optimizes financial portfolios, integrates tax efficiency and asset protection, facilitates philanthropic efforts, and provides flexible, client-centered strategies.
In the business sector, he aids in rewarding key employees and facilitating ownership transitions, offers expertise in business valuation and exit strategies, and empowers informed decisions for sustainable growth.
For pre-retirees, he develops retirement income plans, advises on the tax treatment of retirement accounts, and addresses long-term care insurance options.
Brian, a former professional football player, began his education at the U.S. Naval Academy and graduated from Samford University. He resides in downtown Greenville, SC, with his wife Jillian and their four children.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian