Welcome to Holmes Investment Management, Inc.

A Partner You Can Trust For Intelligent Advice And Great Service

Welcome to Holmes Investment Management, Inc., a Registered Investment Adviser and independent firm that can help you achieve your financial goals. We are truly independent; when you engage Holmes Investment Management, Inc., you receive advice unblemished by the conflicts of interest that have plagued Wall Street firms. We are free to recommend the best financial products to help you meet your goals. And with no sales quotas, we can devote the time needed to properly research and monitor your investments.

With no national ad campaigns, we rely on referrals from people in our community to grow our business. You won’t be treated like just another account number, and there is no corporate bureaucracy to navigate when you need an answer about your money.
 
Give us a call. We promise to be a partner that you can rely on for integrity, intelligent advice, great service, and value.

Holmes Investment Management, Inc. does not have any affiliation or compensation from any company in the brokerage, insurance, or banking industries. We provide comprehensive investment management services to individuals, families and small business owners.

Helping You Get What You Want Out Of Life

You want a financial advisor who is as passionate about your dreams as you are, someone who will take the time to get to know you—not as just another account but someone who connects with you. At Holmes Investment Management, Inc., we build long-term relationships by working one-on-one with you to help you discover and define your personal goals, and then we help you devise a plan to help you attain them. You will work with an experienced professional who understands the financial markets. And because we are a local advisory firm independent of any of the Wall Street giants, you receive personal attention from a professional dedicated to a meaningful long-term relationship with you. You can rely on us to provide you with unbiased advice and straightforward answers on questions surrounding:

  • Investment Management
  • Financial planning
  • Education planning
  • Retirement planning
  • Estate planning
  • Options Trading and Management

For more information on Holmes Investment Management, please call (508) 941-5888 or email us through our contact us section on our site.