We work only for you, as a fiduciary, to represent your best financial interest with 100% loyalty. AIO Financial is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products - so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries.
We use the latest software to provide the best experience and planning projections possible for our clients. We work with you on all aspects of your financial well-being, including: asset management, retirement planning, taxes, estate planning, impact investing. AIO challenges the status quo of the financial planning business by working on a fee-only basis, providing comprehensive planning services and using the best-in-industry technology.
We use the latest software to provide the best experience and planning projections possible for our clients. We work with you on all aspects of your financial well-being, including: asset management, retirement planning, taxes, estate planning, impact investing. AIO challenges the status quo of the financial planning business by working on a fee-only basis, providing comprehensive planning services and using the best-in-industry technology.
Services
Bill Holliday is a Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Chartered SRI Counselor (CSRIC), a member of the National Association of Professional Financial Advisors (NAPFA), US Social Investment Forum (USSIF), Green America, and the First Affirmative Network. Bill is the volunteer director of a charitable organization that provides support to Mexican communities in need called ProMex Group.
To provide the best possible financial services, AIO Financial evaluates all part of your financial situation. We get a good understanding of your spending plan and retirement plan to determine your investment time horizon (when you need money). We look at your estate plan to insure that beneficiaries, will designations, and the structure of your estate plan effectively meet your desires.
A Fee Only planner is compensated solely by the client. They do not receive any compensation that is contingent on the purchase or sale of a financial product. A Fee Only planner may not receive commissions, rebates, awards, finder's fees, bonuses or any form of compensation from others as a result of a client's implementation of the individual's financial planning recommendations.
We are fee-only financial advisors. We are compensated only by our clients. We are completely unbiased, only working to help our clients' best interests. Screening (avoiding or including investments based on their Environmental, Social, and Governance (ESG) record. Shareholder advocacy - as a shareholder (owner) you have the right to engage with companies on ESG issues.
You can participate with all or a portion of your portfolio and help make a genuine impact. This does not mean sacrificing financial returns. Investors can do as well with social investments as they can with conventional investments. Many academic studies have shown that using ESG factors in investment decisions can improve returns.
Reviews (5)
Bruce G.
Aug 29, 2019
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I have nothing but great things to say about AIO Financial. They do way more than just manage my investments. They created a plan that covers all areas of my finances and it gives me tremendous peace of mind.
I highly recommend them to anyone, especially those with a high net worth.
They don't get commissions or sell anything so I know they are always doing what is best for me.
I highly recommend them to anyone, especially those with a high net worth.
They don't get commissions or sell anything so I know they are always doing what is best for me.
Melissa M.
Jul 13, 2019
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Several years ago, I did an overview with AIO Financial. Basically, I paid Bill to walk me through the steps of developing a lifelong, comprehensive financial plan. It took a few months and was worth every penny. I really appreciate how I can ask Bill a question and get a concise, direct answer. I just finished reading his free e-books. They were an informative, relevant primer on investing. I used to dread thinking about money, but now I enjoy financial planning.
Tracy G.
Mar 05, 2019
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Liam W.
Mar 27, 2018
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Jane M.
Sep 28, 2015
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We have been using AIO Financial for years now. They are wonderful. Specifically, they have years of investment experience, have all of the licensing and legal qualifications, are extremely ethical, are fee based so do not make any money on investment products they recommend, understand the needs of young people and older folks too, are extremely thorough, stay current on all investments, and increase your financial good health.
They have essentially protected our hard earned investments from market swings, bad financial choices on our part (which were many before we started working with them
They have essentially protected our hard earned investments from market swings, bad financial choices on our part (which were many before we started working with them
