Holt-Smith Advisors is an independent boutique investment advisory firm, concentrated on your financial success.

• Concentrated – we only work for you, our client. As a boutique, we strive for a close relationship, focused on your vision and goals.
  
  
• Financial – we develop and maintain your customized investment portfolio and include counseling on tax, estate planning, philanthropy, college funding and retirement issues. Our investment strategies are built with our in-house expertise in securities analysis.
  
  
• Success – your financial goals become our goals. We measure success by your satisfaction. Our investment team communicates regularly with you, allowing you first-hand knowledge of market changes and how it affects your goals.

Based in Madison, Wisconsin, we serve clients throughout the country. In the end, results are what count in our business and we will proudly share statistics which support our being acclaimed nationally as a “Top Gun” by independent sources.