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Anchor Private Planning

(214) 223-6022 771 E Southlake Boulevard, Suite 203, Southlake, TX 76092 M-F 8am-5pm, Sa-Su Closed (Sat-Sun: By Appointment) Official site

Categories: Financial Planning

The Details

Brandi Holmes, CFP® is an independent financial advisor who seeks to serve as her clients' trusted financial partner. With more than 16 years of experience, she has dedicated her career to helping people take control of their finances and create a plan designed to guide them toward their goals. Specializing in comprehensive financial planning and what she refers to as “life planning,” Brandi assists clients in establishing key objectives and taking the appropriate action steps in pursuit of financial freedom. Utilizing a holistic planning approach, she is focused on nurturing a valuable relationship, learning about a client’s entire financial landscape, and explaining financial concepts in a way that is easy to understand. Her clients’ needs always come first and she only recommends strategies she believes best align with their needs. Through strategic alliances with multiple nationally recognized custodians, she has the resources and tools to serve a wide range of needs. Based in Dallas-Fort Worth, Texas, Brandi works with clients across the nation. She welcomes the opportunity to guide you along your financial path. Contact her to take the first step.

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