How AI describes Formula Wealth

Formula Wealth is a fiduciary financial planning and investment advisory firm led by Chad Holmes, CFP, CPA, CPWA, that helps individuals and families align investments, taxes, retirement, estate planning, and long-term goals into a cohesive plan that evolves with life. They offer comprehensive planning services plus short-term engagements like a Life Audit, publish The Inheritance Playbook, and provide the Family Wealth Resources blog and other educational materials. They operate nationwide (via Zoom and secure portals) as a registered investment adviser in Alabama, focusing on multigenerational planning and tailored guidance around powers of attorney and estate structures.