|Our Beginning . . .
For more than 60 years, Holben Hay Balzer CPA's has been serving the tax and estate planning needs of upper echelon individuals, corporations, trusts and families. In 2006, after years of client requests to extend the CPA firm's services to include wealth management, Bill Holben formed an affiliated firm, The Holben Group, LLC - a registered investment advisor uniquely positioned to offer a comprehensive array of services which now includes money management. <more>
Our Distinctive Capabilities . . .
The Holben Group offers high-level, comprehensive investment management and wealth preservation strategies to individuals, families, trusts, business owners, executives, and corporations who demand a reasoned, steady, time-proven approach as well as a high level of trust and integrity. <more>
Our Integrity . . .
By adding The Holben Group's financial advisory services arm to the long and respected history of Holben Hay Balzer CPA's - we also offer the same high level of professional integrity and experience our clients have grown to expect. We know this combination will provide something particularly valuable and distinctive to our existing and future clients.
If you have questions or uncertainties concerning your financial future in any of these critical areas, it is essential for us to sit down and examine potential issues today...before costly delays adversely affect the financial outlook of your tomorrow.