Veteran advisor brings 10 years of experience and expanded service model to Western Slope clients

MONTROSE, Colo.: Holistic Planning, a national RIA managing 1.25 billion dollars, today announced that Connor Visser has joined the firm to establish its first Colorado office, located in Montrose. Visser will serve clients across the Western Slope and broader Colorado region as part of Holistic Planning’s growing national network of independent advisors.

Visser joins Holistic Planning after a decade with Edward Jones, where he built a practice serving families, retirees, and small business owners throughout western Colorado. His move to Holistic Planning reflects a commitment to the fee-only, fiduciary advisory model and access to a broader suite of planning capabilities.

“Joining Holistic Planning allows me to deliver a more comprehensive experience to the clients and families I serve,” said Connor Visser. “I’m particularly excited to bring in-house tax expertise to Colorado clients - integrated tax planning and preparation alongside financial planning is something most financial advisors simply cannot offer. It changes the conversation entirely.”

Visser’s Montrose practice will custody client assets with Altruist, a modern digital custodian built specifically for independent fee-only advisors. Clients will also have access to Holistic Tax Solutions, the firm’s affiliated tax practice, providing coordinated tax planning and preparation services.

“Connor represents exactly the kind of advisor we built Holistic Planning for - experienced, client-focused, and ready to deliver more than what the traditional brokerage model allows,” said Jason Barber, CEO of Holistic Planning. “Colorado has been a priority market for us, and Connor’s roots and reputation in Montrose make him the right person to launch our presence there.”

Holistic Planning also announced the forthcoming release of HolisticOS, an agentic operating system purpose-built for independent financial advisors. HolisticOS will integrate planning, compliance, client service, and back-office workflows into a single AI-powered platform designed to power modern advice. Additional details and availability will be announced in the coming months.

About Holistic Planning

Holistic Planning is a fee-only, SEC-registered investment advisory firm serving clients nationwide through a network of independent advisor practices. With offices in Texas, Arizona, Missouri, New Hampshire, and now Colorado, the firm combines local advisor relationships with integrated tax, planning, and technology infrastructure.

Fonte: Business Wire