2024 Forbes Best-In-State Wealth Advisors Maryland-Baltimore: Larry Holmes, Jr.

Your Goals and Dreams, Our Guidance

Our mission is to become an essential resource to our clients and their families by always putting their interests and legacy first, ultimately creating a family office environment. This means leveraging our passion, commitment, and vast array of resources to help you pursue what matters most for today and for future generations.

Our commitment to this mission is defined by three core principles:

COLLABORATIVE APPROACH

  • Thorough and streamlined discovery helps us get to know you, your attitudes, behaviors, and priorities
  • A custom strategy is developed that looks at our clients’ entire situation, identifies blind spots, and creates a path toward growing and maintaining wealth
  • Straightforward recommendations are made that simplify the complex and ease decision-making

PERSONALIZED GUIDANCE

  • Relevant experience, specialized expertise, and ongoing education allow for innovation and perspective
  • A clear investment approach that is designed to help reduce risk1, optimize asset allocation, and is tied to each client’s needs as identified in their plan
  • The ability to collaborate and provide resources to advise in every aspect of our clients’ financial lives
1. Asset allocation does not guarantee a profit or protect against loss in a declining market

LASTING RELATIONSHIPS

  • A firm-wide commitment to the highest levels of accountability, integrity, respect, and transparency
  • Proactive reviews help us benchmark where our clients are in terms of their life goals and allow us adjust to life’s inevitable changes
  • Positioned to provide a lifetime of advice, value, and support to our clients and their families

The Benefits of Our Approach

Clarity

That comes from having a team that takes the time to educate, evaluate, and execute across generations

Confidence

That comes from having a team who helps you understand where you are and guides you to where you want to be

Comfort

That comes from a genuine, lifelong, and organically built relationship based on understanding and empathy

Meet Your Advisors

Our team is made of professionals with many combined years of experience helping create solutions for complex wealth needs.
Larry D Holmes Jr.

Larry D Holmes Jr.

  • CFP
  • AIF
  • CPWA
  • Managing Director - Investments
Jeffrey S. Cohen

Jeffrey S. Cohen

  • CIMA
  • AIF
  • RICP
  • CFP
  • Vice President - Investment Officer
Gibbs Preston

Gibbs Preston

    • Financial Advisor
    2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


    2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

    Investment and Insurance Products are:

    • Not Insured by the FDIC or Any Federal Government Agency
    • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
    • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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    For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

    Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

    Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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