Greg Holman

Wayne, PA

As a Financial Advisor, I partner with individuals and their families to assist in building their financial futures. Whether its retirement planning, saving for college or properly insuring for the unexpected, my ‘save first’ approach to investment planning provides individuals and their families with the assurance that I will deliver a financial road map that helps them to work towards their goals. We will work together to address their unique needs and dynamic situation. I am committed to helping clients successfully navigate their personal road map towards financial security.

Contact Greg

Save First

“Save First” approach enables my clients to set financial goals with realistic expectations for success.

Contact by Phone

(484) 889-9492

Contact by Email