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Wealth Management and Protection through life's transitions

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With over 75 years combined experience in managed wealth for our clients, The Hollander Group offers experienced investment and wealth strategies personalized for our clients’ needs. We focus on helping you to build, protect and use your wealth to meet your goals as you transition through life’s many changes such as establishing and growing your business, preparing for retirement, pursuing your passions, planning for your family’s welfare and implementing business and wealth succession. Our goal is to help you identify your priorities and appropriate strategies to reach your objectives, then to provide guidance and oversight in staying on course along the way.

Beyond your own financial future, perhaps the most important life transition you will make is providing for your family’s future. You may be passing a business that you worked so hard to build on to the next generation. You may be planning to provide for your children’s or grandchildren’s education. Or you may be providing financial security for your extended family’s future. Whatever your goals, The Hollander Group will utilize our network of resources as well as coordinate with your tax and legal professional(s) to help you meet your family’s goals. 

When you’re ready to sit back and enjoy the fruits of your labors, The Hollander Group will assist you in planning your retirement strategy, review your retirement income funding needs and anticipate your ideal future. Business owners have a particularly unique set of needs and The Hollander Group is a valuable resource for your team. Whether your needs include establishment and administration of an employee 401 (k) plan, insurance strategies to protect your business, your family, and key employees, mergers & acquisitions, or business exit strategies, The Hollander Group provides you the expertise and service to make the right moves so that you can enjoy the retirement you have worked for and dreamed of all those years.

Wherever you are in your wealth management journey, The Hollander Group wants to be a part of your team. We will help you structure your assets to work as hard as you do so you are able to pursue your dreams. Please contact to set up a consultation and let us show you the value of our expertise.

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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

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