SEVEN TWO ADVISORS

WHY CHOOSE

At Seven Two Advisors, our comprehensive financial planning approach is how we do business. The end result of taking our clients through the financial planning process is more time to focus on the things you enjoy doing like making memories.

We review where our clients are currently and then present our recommendations to the clients to improve their financial wellness.

FINANCIAL PLANNING IS

NOT ONE SIZE FITS ALL

Building wealth can be extremely complicated and without proper guidance, many individuals either end up down the wrong path or wind up in expensive financial products that should have been avoided. The product was sold because of a commission instead of it being the right financial solution.

Achieving your financial dreams is more than just making the right investment decisions, it’s about making the right emotional decisions as well.

Our personal approach allows us to understand where you are, where you would like to go, and the steps you need to take to get there.

My goal is to treat each client like family, and I NEVER recommend a plan or a solution that I wouldn’t offer to my own family.

  • We Listen

    Each of our clients has different financial needs that will continuously evolve throughout their lifetime. We listen to our clients, provide multiple solutions, and plan alongside them. We’re the first mate of your financial ship.

  • We Communicate

    As your financial situation changes, our goal is to stay up to date with your family and be a resource for you. Our meeting schedule is tailored to your financial needs. We’re here for you.

  • We Deliver Results

    Our mission is to deliver quality financial education at an affordable price point. We strive to over-deliver on our services and will handle each client’s financial situation as if they are our own family.

PATRICK W. HOLMES

As a financial planner with a passion for personal finance and portfolios, I have always turned to self-education for figuring out the next financial step in our journey. I believe an abundant financial life starts with accountability and self-education. Well-rounded financial decisions allow the individual more opportunities, less stress, and the potential to live each day to the fullest. I created this business, the educational resources, the advisory services, as a partnership model to the financial industry and consumers. Whether you are a financial professional looking to provide your services to our clients or a consumer looking to find a financial advisor for the long term, we are here to support your self-education journey and be a resource to our community.

Patrick W. Holmes

Founder

As a financial planner with a passion for personal finance and portfolios, I have always turned to self-education to figure out the next financial step in our journey. I believe an abundant financial life starts with accountability and self-education. Well-rounded financial decisions allow the individual more opportunities, less stress, and the potential to live each day to the fullest. I created this business, the educational resources, the advisory services, as a partnership model to the financial industry and consumers. Whether you are a financial professional looking to provide your services to our clients or a consumer looking to find a financial advisor for the long term, we are here to support your self-education journey and be a resource to our community.

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