Holistic Financial Partners (“HFP”) is an SEC registered investment adviser located in Indianapolis, IN. HFP and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which HFP maintains clients. HFP may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. HFP’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of HFP’s web site on the Internet should not be construed by any consumer and/or prospective client as HFP’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from HFP. Any subsequent, direct communication by HFP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. You can find more information pertaining to the registration status of HFP at the investment adviser public disclosure site: www.adviserinfo.sec.gov. A copy of HFP’s current written disclosure statement discussing HFP’s business operations, services, and fees is available from HFP upon written request. HFP does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to HFP’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This information provided on this web site is provided for informational purposes only and should not be used as a substitute for professional investment advice. While all information on this web site, and on any third-party website to which links are provided on this website, is gathered from sources that we deem to be reliable, we cannot guarantee the completeness and/or accuracy of such information.