Estate Strategies

To Build, To Preserve, To Pass On...

Financial planner in Wayne, PA (show on map)

Estate Strategies Inc., a Holmes Group Company, helps create, manage and sustain financial well-being, value and security for clients with over 100 years of combined experience in financial and legacy planning.

Call (484) 598-2112

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About

Estate Strategies Inc. (ESI), a Holmes Group Company, was founded in 1977 by Rob Holmes to focus on the advanced insurance and estate planning needs of high-net-worth individuals and family-owned businesses. In 1982, they partnered with Penn Mutual and Janney Montgomery Scott to become a 'full service' financial advisory practice.

They maintain a boutique practice true to core family values. Their approach takes an 'a la carte' method to financial planning - not everyone needs the same advice. Through MyBridge, their online wealth management platform, clients can view and interact with their entire financial world on one secure site. In 1998 Buck Holmes joined and today is the Managing Partner.

Over 100 years of combined experience in financial and legacy planning

Founded in 1977 with nearly 50 years of service

Boutique firm with family values

Fiduciary standard in all advisory relationships

Fee-based approach eliminating conflicts of interest

MyBridge online wealth management platform

'A la carte' approach - not everyone needs the same advice

Services

Financial Planning

Customized financial planning services using proprietary computer modeling and analysis.

Goal setting Computer modeling Customized recommendations

Insurance Services

Life, long term care, and disability insurance, as well as annuities and employee benefit plans.

Life insurance Long term care Disability income Annuities Employee benefits Life settlements

Investment Services

Creative tax savings strategies, risk management, managed accounts, mutual funds, securities, retirement planning, educational funding, and charitable planning.

Tax savings Risk management Managed accounts Mutual funds Securities

Retirement Plans for Business Owners

Establishment and review of retirement plans including 401(k), Simple IRAs, SEP IRAs, defined benefit plans, and executive carve-out plans.

401(k) Simple IRA SEP IRA Defined benefit Executive carve-out

Succession Planning

Business succession planning through properly structured buy-sell agreements and adequate insurance coverage.

Stock redemption buy-sell Cross purchase buy-sell ESOP plans

Credentials & Certifications

ChFC - Chartered Financial Consultant

CFP - Certified Financial Planner

CLU - Chartered Life Underwriter

AEP - Accredited Estate Planner

Frequently Asked Questions

What types of clients do you serve? +

Their practice serves individuals, families and business owners who are just starting to focus on their financial planning, and those who have achieved a high net-worth status. They believe every person should have equal access to sound advice regardless of how much money they currently have.

Will I be working with only one advisor or the team? +

They believe clients are best served with a team approach, with a primary advisor to work with. When you call the office, you are part of the ESI family and everyone knows who you are and your individual story.

Are you a fiduciary? +

In all advisory relationships they hold themselves to a fiduciary standard - a person who has to place their client's interest ahead of his or her own. They disclose fees, how they are compensated, and any conflicts of interest.

What is your investment approach? +

Their practice typically takes a fee-based approach to asset management. They charge an 'asset based advisory fee' on accounts they manage, believing this type of relationship eliminates conflicts of interest and puts them on the same side of the table as clients.

Will you work with my other advisors? +

Absolutely. They can be the quarterback and coordinate advice between all your advisors - CPA, estate attorney, etc. They address the financial picture holistically.

How much contact do you have with clients? +

They have reviews at least annually but interact with clients many times throughout the year. The fees paid allow full access to their team at any time.