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Bill Holliday Sylvia Matteson fee only financial planners CFP
Bill Holliday, CFP and Sylvia Matteson, CFP

Independent Fee-Only Comprehensive Financial Planners

We DO NOT ACCEPT COMMISSIONS or SELL PRODUCT.  We work only for you, as a fiduciary, to represent your best financial interest with 100% loyalty.

  • We are comprehensive financial planners helping you formulate a unified plan.
  • We can work with you in a variety of ways, depending on your needs.

Click here to schedule a free meeting with Bill Holliday, CFP.  We have clients throughout the US.

AIO Finanical works with clients on:

  • investment management and review,
  • retirement planning,
  • taxes,
  • insurance,
  • estate planning,
  • debt reduction,
  • and any other financial area

Where you may have seen Bill Holliday, CFP of AIO Financial.

NAPFA morningstar Fee Only NPR

WHY CHOOSE AIO FINANCIAL?

As fee only fiduciaries, we’re different from 94% of financial advisors

  • we work for you, not an insurance or mutual fund company
  • fiduciary (highest) standard of care
  • no conflicts of interest – NO commissions

Competitive and Flexible Fees

AIO Financial fees are a great value for the services provided. We offer the option of working with us:

  • based on the amount of assets we manage for you
  • for a flat fee
  • on an hourly basis

Most importantly, we believe in full disclosure – so we never hide or bury our fees like other brokers or “financial advisors” who are commission or “fee-based” (not Fee-Only).

No Minimum Portfolio Size

Broad investment options

Because we are not earning commissions from selling products, we can meet our clients’ needs using:

  • exchange traded funds (ETF)
  • mutual funds
  • buffered enhanced notes
  • individual stocks
  • market linked CDs
  • bonds (corporate, municipal)
  • treasuries and CDs
  • alternative investments
  • untraded REITs
  • limited partnerships

Socially Responsible Investing

For those people who are interested in Socially Responsible Investing, we have extensive experience helping people invest in-line with their values and make positive changes.  Socially Responsible Investing includes: screening, shareholder advocacy and community investing.  Bill hosts a podcast called Values Investors on the topic.

When you work with AIO Financial, you work directly with Bill Holliday, CFP

Free Socially Responsible Investing Webinar

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Learn how to easily invest in-line with your values. Receive a free ebook for attending the free socially responsible investing webinar. Presented by AIO Financial.

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