Russell Holcombe

Founder & CEO at Holcombe Financial | Helping Executives Transform Complex Compensation Into Long-Term Wealth | CFP® | Author

Role: President at Holcombe Financial, Inc
Location: Atlanta, GA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Russell Holcombe

I founded Holcombe Financial because too many high-earning professionals are left to…

Experience

President
Holcombe Financial, Inc
Jun 2007 — Present · Atlanta, GA, US
Holcombe Financial, Inc. is a boutique financial planning firm dedicated to helping clients make better wealth-management decisions.Founded Holcombe Financial to empower high-income professionals, especially public company executives, to optimize deferred compensation and navigate complex tax planning.

Education

Southern Methodist University
BBA, Finance/Real Estate
1989 — 1993
Georgia State University
MTx, Masters of Taxation
1998 — 2000

Contact information

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•••••@holcombefinancial.com
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Current company

Holcombe Financial, Inc

Investment Management · 4 employees · Founded 2007 · Atlanta, Georgia, United States

Holcombe Financial is a boutique, concierge-style financial advisory firm dedicated to high-earning professionals. Here at Holcombe, we understand the complexity of wealth and the impact of taxation in our lives. You have income from a skillset that you have honed over the years and command a premium wage for that expertise. Our purpose is to help you plan for it, protect it and grow it. Our process for financial planning is different. We developed our own software, the BluePages, to help our clients think about their lives like a business. Family Revenue – Family Overhead = Personal Profitability. We don’t make predictions and we don’t assume the news will always be good. Instead, we stress-test the financial decisions you want to make to simulate the outcome tomorrow. We try to find the financial weakness so you know what to fix. If you\'re a professional with access to a deferred compensation plan, BluePages was built for you - fast, private, and personalized. It helps you make smarter deferral decisions in minutes - so you can keep more of what you earn. We believe our role is to help our clients make work optional and make wealth strong.

holcombefinancial.com

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About Russell Holcombe

Experience

President

Education

Southern Methodist University

Georgia State University

Find verified contacts for anyone on LinkedIn