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Welcome to Holistic Capital

We Help Founders Build Wealth That Lasts-

So They Can Change the World

From Startup to Exit and Beyond, Holistic Capital Delivers Financial Strategies Built for Entrepreneurs

You’ve built the business — now build your financial legacy.
We specialize in guiding founders through every financial stage of the entrepreneurial journey, with a focus on long-term, real-world wealth.

Who We Help

Startup Founders


 

Small Business Owners Scaling Up

 

 Post-Exit Entrepreneurs

 

What We Do

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Founder Financial Planning

Cap table optimization, equity compensation, and liquidity event preparation

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Post-Exit Wealth Strategy

Family office-style services, legacy planning, and impact investing

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Business + Personal Integration

Holistic planning across life, business, and mission

Fiduciary Advice from People who get how Founders Think

  • Sophisticated strategies without the Wall Street jargon

  • Investment access typically reserved for ultra-wealthy clients

  • A partner who sees your whole financial picture — not just your portfolio

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 ðŸŒ± Core Brand Values 

  • Alignment — We integrate your business goals with your life mission

  • Access — We democratize sophisticated strategies for founders who care

  • Fiduciary Responsibility — We always act in your best interest

  • Sustainability — We support long-term thinking and lasting impact

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Holistic Capital LLC

Holistic Capital is a Registered Investment Adviser (RIA) based in Boston, Massachusetts, providing fiduciary financial guidance tailored for founders.