team

Welcome to the Holzapfel Investment Group

Experience is an important credential when choosing a physician, an attorney or a financial advisor. Professionals who seek excellence, who are well regarded by their clients and their profession, have the ability to craft solutions appropriate to their clients' needs. The Holzapfel Investment Group has advised generations of investors through all stages of accumulation, investment, distribution and wealth transition.

Jim Holzapfel, Managing Director-Investment Officer, joined Kidder Peabody in 1971, and his office was acquired by a predecessor firm of Wells Fargo Advisors in 1988. Since then, our clients have reached us by the same phone number for some 43 years. Our former associates, Weir Pollard, Lee Crawford, David Funsch, and Sue Parrish joined us over time and entrusted us with the care of their clients' assets.  Richie Holzapfel, First Vice President - Investment Officer, Tad Holzapfel, Financial Advisor, Karen Dattilio, Senior Registered Client Associate, and Kristen Thomas, Client Associate, are team members within the practice who bring a wealth of experience and energy to our group. We feel fortunate to leverage the resources of a reputable firm in Wells Fargo Advisors, and a first-class service team to provide the work ethic, teamwork and perspective of one of Maryland's top financial advisors.

Thomas Barrons.jpg

Jim Holzapfel, has again been named to Barron's Top 1,200 Financial Advisors for 2019.
Barron's Top 1,200 rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component.

Bringing Confidence to Your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.