Holly Nicholson was president of her successful fee-only planning firm from 1989 to 2020. Her firm’s specialty was providing objective financial and investment advice as well as personalized money management. Her goal has always been and remains to this day to help clients make smart decisions about money and other issues that impact their financial security.
Holly is a Certified Financial Planner and managing member of AskHolly LLC. She obtained her Bachelor Degree from the University of Kansas and went back to school, obtaining her Law Degree from the University of North Carolina – Chapel Hill in 2003. Her concentration was in estate planning, tax, securities and family law. She is a member of the Financial Planning Association.
Holly is one of the first women to receive the prestigious Triangle Women Business award and she was regional finalist in the 2000 “Working Woman Magazine” Entrepreneurial Excellence Awards.
Holly had a weekly financial column in the Work & Money section of the Sunday News & Observer for over 28 years, she has been featured on the television series “Smart Woman”, she is a frequent financial guest on television and radio news shows, her articles and quotes appear in various business publications, she was the Key Note Speaker for the Wake County 2004 Women’s Financial Summit and is author of “Money & You, A Woman’s Financial Guide”.
Choosing a Financial Planner and/or Investment Advisor
There will never be a better time than now to plan for a secure future.
A qualified financial adviser can help you be more effective with your money, and advise you on the opportunities and strategies available. Whether it’s simple budgeting, tax strategies, estate planning, investments, business planning or insurance, the right financial adviser can help guide you.
Unfortunately, there is no foolproof way to choose an ethical, qualified financial planner or investment adviser. To avoid mistakes or becoming an easy mark for stockbrokers, insurance agents, financial consultants and any others who want to advise you concerning your finances, it is wise to gain a basic understanding of the different ways financial advisers are compensated and the meaning of the credentials they may hold. You will find some helpful guidelines on selecting a planner in the “Learning Tools” section of The Financial Planning Association’s web site, www.fpanet.org and the “Consumer Services” section of The National Association of Personal Financial Advisors’ web site, www.napfa.org.