Meet Sean Holly

I’ve been a personal financial advisor for nearly two decades. I firmly believe that everyone deserves access to the advice and tools needed to plan for a secure future, regardless of accumulated wealth or status. 

Prior to becoming an advisor, my background was rooted in Electrical Engineering. My engineering experience combined with my longtime passion for technology have a significant influence on my philosophies toward planning. In-depth data analysis, process, and the embracing of technology serve as a foundation for leading my clients in developing plans. However, this is not enough on its own, as true planning is a distinctly human craft that also requires tapping into experience, intuition, and an understanding of behavioral economics.

I live in Massachusetts with my partner, Christina, and my two children. We enjoy various outdoor activities, including hiking, camping, and kayaking. I’m a voracious reader and learner, and I’m always digging further into health and nutrition, new technology, and more.

I consider my clients to be like family to me. I love nothing more than constantly learning about and influencing for the better their lives, interests, objectives, as well as that of their families.