Ed Holt

Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#11

Forbes Best-In-State Wealth Advisors (2024)

Missouri - St. Louis

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

About Ed Holt

Our team is committed to serving each of our clients with a holistic approach. Our philosophy combines comprehensive financial guidance and a deep personal relationship that informs a custom-built strategy unique to you and your goals. We strive to understand your life situation, where you are and where you want to go next, and we take a genuine interest in helping you succeed.

As we work together, our conversations will focus on discovery. I'll ask thoughtful questions to better understand your full financial picture—whether that's retirement, estate strategies , education savings,... Read More

The description above is provided by Ed.

Focus Area / Customer Base

Wealth Strategies, Retirement Savings Strategies, Retirement Income Strategies and Intergenerational Planning

Ed Holt's Awards

2023

Barron's Advisor Top 1200 Financial Advisors 2023

Named to the 2023 Barron's Top 1,200 Financial Advisors

#18 in Missouri

(Source: 2023 Barron's Top 1200 Financial Advisors, awarded March 2023,... Read More

2017

Barron's Advisor Top 1200 Financial Advisors

Named to the 2017 Barron's Top 1,200 Financial Advisors

#18 in Missouri

(Source: 2017 Barron's Top 1200 Financial Advisors, awarded March 2017,... Read More

2017 and 2023 Barron's Top 1,200 Financial Advisors, published February or March each year, data as of September of prior year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.

2024 Forbes Best-In-State Wealth Advisors, published April 2024, research by SHOOK Research LLC, data as of June 2023. Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback.