Broker Check

The Hollander Group Accreditations

The Hollander Group is a team of highly educated and credentialed professionals who care about your family's goals and needs.  Certifications held by various members of the team are listed in the links below.  Whether you are saving for retirement or selling your business, we will work with you to help you build and protect your wealth and secure your family's future.  We understand because we are family too!

Certified Financial Planner™ (CFP®)

Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. Financial planners can provide you and your family with guidance over your lifetime, or work with you to address specific concerns as needed. A planner can play a central role in helping you meet your life goals and pursue financial well being. Consequently, take the time to select a financial planner who is competent and trustworthy, one on whom you can depend for professional advice and services. Your future depends on the choices you make.

Learn more

Certified Investment Management Advisor® (CIMA®)

The CIMA® certification reflects experience, education, examination, and ethical standards. Only one in three individuals who start the CIMA® certification process will successfully finish. Those who have earned the CIMA® certification have at least three years of experience in financial services, have passed an extensive background check, have completed a demanding two-step, graduate-level program of study, and have passed a comprehensive examination. CIMA® certification is additionally accredited by the American National Standards Institute and is the only financial services credential in the U.S. to have met International Standards.

Learn more

Certified Private Wealth Advisor® (CPWA®)

The CPWA® professional is armed with the knowledge and skills necessary to guide sophisticated clients through the life cycle of wealth: accumulation, preservation, and distribution.The CPWA certification program teaches advisors how to identify and analyze the challenges you face and develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth, according to your goals and objectives. CPWA professionals are experienced, ethical, educated, objective, and trustworthy.

Learn more

Chartered Wealth Advisor® (CWA®)

The Chartered Wealth Advisor® (CWA®) designation is awarded only to Hilliard Lyons Wealth Advisors who have completed an extensive program concerning the varied aspects of wealth management. The program includes classroom study, self study, case studies, periodic testing and a comprehensive final exam.

Form ADVs

Learn more