Achieve financial confidence with tailored wealth planning.

Discover the difference Holly Wealth Planning can make in your financial journey. Start building a secure future today. 

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Why Choose Us

Tailored strategies for your financial success.

Experience wealth planning built around your goals.


At Holly Wealth Planning, we prioritize your unique financial needs. Whether you're preparing for retirement, navigating life’s transitions, or aiming to grow your wealth, our personalized approach ensures every step is aligned with your goals. With a foundation of risk management and data-driven strategies, we provide clarity, confidence, and peace of mind to empower you for the future.

Get in touch.
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I'll be retiring soon.

Transition confidently into retirement with our personalized strategies that prioritize financial security and peace of mind.

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I'm in retirement.

Enjoy peace of mind in retirement with our comprehensive management of your financial needs.

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I'm a working professional.

Plan your path to financial success with customized wealth management designed to fit your busy professional life.

who we are

Meet the founder & advisor.

With nearly two decades as a financial advisor, Sean Holly believes everyone deserves the tools for a secure future. Rooted in a background in Electrical Engineering, Sean combines technology and human insight to craft data-driven, intuitive financial plans. Living in Massachusetts with his family, Sean values ongoing learning, outdoor adventures, and a personal approach to guiding clients like family toward their financial goals.

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Sean Holly

Founder, CFP®
Get in touch.
Your Questions

Answers to common financial planning questions.

  • What services does Holly Wealth Planning offer?

    Holly Wealth Planning provides comprehensive financial planning services, including investment management, retirement strategies, tax-efficient planning, and generational wealth guidance. Our customized approach ensures we meet the unique needs of every client.

  • How is Holly Wealth Planning different from other firms?

    We prioritize personalized service and risk management, leveraging both data-driven strategies and a deep understanding of individual goals. We build plans that align with your specific financial journey, offering clarity and confidence.

  • What is the first step to getting started?

    Your journey begins with a consultation where we’ll discuss your financial situation, objectives, and concerns. This helps us tailor a plan uniquely suited to your goals and needs.

  • Can Holly Wealth Planning help me transition into retirement?

    Yes, we specialize in guiding clients through retirement transitions with strategies focused on security, income management, and legacy planning. Our goal is to ensure a smooth and confident shift into this important phase.

  • Does Holly Wealth Planning work with young professionals?

    Absolutely. We offer tailored strategies for working professionals to help build a strong financial foundation and achieve long-term success while balancing current priorities.

News & Insights

From our desk to yours.

The Holly Wealth Planning blog provides expert insights, practical advice, and current trends in wealth management, helping individuals achieve their financial goals.

Keep reading.

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