Holmes Financial Group, Inc.
To help clients reach their financial goals by developing life-long relationships through the process of providing professional, confidential, and trustworthy services in the areas of investment management, financial planning, and income tax.
Steven Holmes brings over 35 years of public accounting experience along with more than 17 years experience in the financial services industry. Steven is a registered representative with Cetera Advisors LLC and holds a Series 7 securities registration. As a CERTIFIED FINANCIAL PLANNER™ and a CERTIFIED PUBLIC ACCOUNTANT, he integrates his knowledge in both disciplines to provide a higher level of service to firm clients. Having an intimate knowledge of a client' s income tax picture plays an important role in investment decisions. By the same token, being involved in a client' s investment plan can reveal critical information when providing income tax planning services. Integrating these two fields under one roof is a great benefit to firm clients.
Steven married his high school sweetheart, the former Susan Garrett and they have three children and two grandchildren. Steven teaches Sunday School and serves as a deacon at Tabernacle Baptist Church. He serves as CFO of the THS Emergency Shelter in Carrollton GA.
Products and Services
As an independently managed financial services firm, our advice and recommendations are not influenced by any outside entity such as an insurance company or mutual fund family. This allows us to put the interests of our clients first as we strive to help them reach their financial goals. Rather than focusing on product, we work to find the best solutions to fit with each client’s situation. Please visit the Products & Services section of our website to learn more.