The Holben Group
The Holben Group is a Denver-based financial advisory firm serving high net worth individuals and families with personalized financial planning, investment management, retirement, estate, and tax planning. Acquired by EP Wealth Advisors in 2024, it now operates under a parent serving 15,000+ U.S. households.
- Company typePrivate
- Founded1999
- HeadquartersDenver, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What The Holben Group does
The Holben Group is a Denver-based financial advisory firm founded in 2006 that specializes in personalized investment solutions and comprehensive financial planning for high net worth individuals and families. The firm operated independently as a small practice (1-10 employees) before being acquired by EP Wealth Advisors in 2024. Under EP Wealth, the same advisory team (Jeffrey Holben, Clinton Demming, Patricia Parker) continues to serve existing clients while gaining access to the parent firm's full service suite, including family office services, financial planning, investment management, retirement planning, estate planning, tax planning, divorce financial planning, and business planning. Services are delivered via a fee-based, recurring revenue model (AUM-based advisory fees) and the firm holds NAPFA fee-only fiduciary credentials inherited through EP Wealth.
The Holben Group's competitive positioning is built on a planning-first methodology that prioritizes client interests, supported by EP Wealth Advisors' industry recognitions (Barron's Top 100 RIA, Forbes Top RIA Firms, USA Today Best Financial Advisory Firms, Inc. 5000, Financial Planning Top Firms). Distribution occurs through direct, relationship-driven advisory engagements and via EP Wealth's network of offices across 24+ U.S. states (AZ, CA, CO, FL, GA, ID, IL, KY, MA, MD, ME, MI, NC, NH, NM, NV, OH, OR, PA, SC, TN, TX, UT, WA). EP Wealth, founded in 1999, serves 15,000+ client households with 500+ employees, providing the scale platform that The Holben Group could not achieve independently.
No proprietary technology platforms or AI/ML capabilities are disclosed for The Holben Group. The firm relies on standard RIA back-office systems and human-advisor-led service delivery. Following the acquisition, marketing and client education channels include the EP Wealth website, LinkedIn, Facebook, YouTube, Instagram, webinars, quarterly newsletters, and client testimonials/referrals.
The Holben Group firmographics
Firmographics- Name
- The Holben Group
- Legal name
- EP Wealth Advisors
- Website
- https://theholbengroup.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Short description
- The Holben Group is a Denver-based financial advisory firm serving high net worth individuals and families with personalized financial planning, investment management, retirement, estate, and tax planning. Acquired by EP Wealth Advisors in 2024, it now operates under a parent serving 15,000+ U.S. households.
- Ownership category
- akta.pro rank
The Holben Group industry classification
Industry- Product category
- Wealth Management and Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
- akta.pro secondary industries
- Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where The Holben Group is headquartered
LocationHeadquarters
- HQ city
- Denver
- HQ country
- United States
- HQ region
- North America
Markets served
The Holben Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Financial Advisory Services: The Holben Group generates revenue through financial advisory and wealth management fees. As part of EP Wealth Advisors, the firm provides comprehensive financial planning, investment management, estate planning, tax planning, and retirement planning services. Revenue is derived from advisory fees charged to clients for personalized financial guidance and investment strategy management.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels7 records
The Holben Group product offering
Product offeringCore offering
The Holben Group provides personalized financial advisory and wealth management services for high net worth individuals and families, including comprehensive financial planning, investment management, retirement planning, estate planning, tax planning, and divorce financial planning. Following its acquisition by EP Wealth Advisors in 2024, the firm continues to serve clients through the same advisory team while gaining access to EP Wealth's broader suite of services. The firm is fee-based and operates as a planning-first Registered Investment Adviser.
Product overview
EP Wealth Advisors (parent of The Holben Group) is a planning-first Registered Investment Adviser that offers a comprehensive suite of financial advisory services. The firm serves over 15,000 households and provides integrated financial planning, investment management, retirement planning, estate planning, tax planning, divorce financial planning, and business planning services. Services are delivered through teams of advisors across multiple U.S. locations, with a focus on high net worth individuals, families, federal employees, professional athletes, and business owners. The acquisition of The Holben Group expands EP Wealth's national footprint while maintaining continuity of advisory services to existing Holben Group clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Office Services Comprehensive family office services for ultra-high-net-worth families requiring integrated wealth management, estate planning, and multi-generational financial oversight.
- High Net Worth Advisors Specialized advisory services tailored for high-net-worth individuals and families, providing personalized wealth management strategies.
- Financial Planning Core financial planning services including Financial Health Assessment, Life Transition Planning, Fiduciary Services, NAPFA services, Asset Allocation, Equity Investments, Executive Compensation, and Special Needs Financial Planning.
- Divorce Financial Planning Specialized financial planning during divorce including Pre-Divorce Budgeting, Post-Divorce Budgeting, Spousal Maintenance Payments, Tax Implications, Spousal Benefits, Primary Residence, Inheritance and Beneficiaries, Child Support, Certified Divorce Financial Analyst services, and Dividing Assets.
- Retirement Planning Retirement planning services covering Defined Contribution Plans, 403(b) Plans, IRAs, Retirement Income Planning, Retirement Accounts, 401(k) Plans, and Pre-retirement Checklist Planning.
- Investment Management Investment analysis services including Portfolio Review, Capital Gains Tax Management, and Withdrawal Advice.
- Estate Planning Estate planning services including Charitable Giving, Real Estate Transfer, Living Will, Revocable Living Trust, Power of Attorney, Certificate of Trust, Pour-Over Wills, and Charitable Remainder Trusts.
- Tax Planning Tax planning services including Tax Loss Harvesting to optimize investment outcomes.
- Business Planning Business planning services including Debt Analysis, Risk Management, Buy-Sell Agreements, Real Estate Analysis, Business Transition and Succession, and Real Estate Investing.
Companies that use The Holben Group
Customer profileSegments2 records
Ideal customer profiles2 records
The Holben Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Holben Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- EP Wealth AdvisorscoreThe Holben Group has been acquired by EP Wealth Advisors, a Registered Investment Adviser founded in 1999. The acquisition brings The Holben Group's clients access to EP Wealth's full suite of financial planning services, investment management, and dedicated client service while maintaining the same advisory team. The partnership represents a strategic acquisition that expands EP Wealth's presence and client base while providing The Holben Group clients with enhanced resources and services.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
The Holben Group competitors and assessment
Company assessmentDirect peers
- Savant Wealth Management: Independent, fee-only RIA providing financial planning, investment management, and tax services to individuals, families, and business owners. Comparable in fiduciary model, HNW focus, and comprehensive service offering.
- Aspiriant: Independent, fee-only RIA serving HNW individuals and families with comprehensive financial planning, investment management, and tax services. Comparable in fiduciary fee-only model, planning-led approach, and HNW client focus.
- Moneta Group: Large independent RIA serving HNW individuals and families with comprehensive financial planning, investment management, and family office services. Directly comparable in target client, fee-only fiduciary model, and broad service suite.
- Cerity Partners: Wealth management and advisory firm serving HNW individuals, families, and institutions with financial planning, investment advisory, tax, and family office services. Comparable in HNW/UHNW focus and comprehensive planning suite.
- Wealthspire Advisors: National independent RIA providing wealth management, financial planning, and investment advisory services to HNW households. Comparable in planning-led approach, fee-based model, and acquisition-driven growth strategy.
- Carson Wealth: RIA serving HNW individuals and families with comprehensive financial planning, investment management, and tax services. Comparable in fee-only fiduciary positioning, HNW target, and breadth of planning offerings.
Broad incumbents
- Mariner Wealth Advisors: National RIA and wealth advisory firm offering financial planning, investment management, tax, estate, and family office services to HNW clients. Comparable in target segment and comprehensive service model.
- Focus Financial Partners: Wealth management partnership platform backing independent RIAs serving HNW clients. Comparable as a parent/partner platform for advisor-led firms pursuing scale through partnership rather than independence.
- EP Wealth Advisors: The parent company and direct operator of The Holben Group post-acquisition. EP Wealth is a national RIA serving 15,000+ households with 500+ employees, offering the same planning-led, fee-only fiduciary model that The Holben Group now operates within.
- Creative Planning: Large national RIA offering comprehensive wealth management, financial planning, tax, and estate services to HNW clients. Comparable in full-service planning model and HNW target market.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks4 records
Key highlights5 records
Customer concentration
The Holben Group social profiles
Digital presenceThe Holben Group compliance and trust
Trust signalCompliance6 records
The Holben Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Holben Group leadership team
Management profileNumber of profiles
Profiles3 records
The Holben Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Holben Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Holben Group
What does The Holben Group do?
The Holben Group provides personalized financial advisory and wealth management services for high net worth individuals and families, including comprehensive financial planning, investment management, retirement planning, estate planning, tax planning, and divorce financial planning. Following its acquisition by EP Wealth Advisors in 2024, the firm continues to serve clients through the same advisory team while gaining access to EP Wealth's broader suite of services. The firm is fee-based and operates as a planning-first Registered Investment Adviser.
Is The Holben Group a public or private company?
The Holben Group is a private company. It is classified as corporate owned and is currently acquired.
When was The Holben Group founded?
The Holben Group was founded in 1999. It employs 1 to 10 people.
Where is The Holben Group based?
The Holben Group is headquartered in Denver, United States, in the North America region.
How does The Holben Group make money?
One revenue line is on record: financial Advisory Services.
Who are The Holben Group's main competitors?
Direct peers on record are Savant Wealth Management, Aspiriant, Moneta Group, Cerity Partners, Wealthspire Advisors and Carson Wealth. Broad incumbents are Mariner Wealth Advisors, Focus Financial Partners, EP Wealth Advisors and Creative Planning.
Does The Holben Group have an API?
No public API is recorded for The Holben Group.
What industry is The Holben Group in?
The Holben Group's product category is Wealth Management and Financial Advisory Services. Its primary akta.pro industry code is FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite), with a secondary code of FSAEAAAD, Retirement & Pension Planning (401(k)/IRA). Its NAICS code is 523940 and its SIC code is 6282.