About Us
Rooted in the breathtaking landscapes of the Eastern Sierra, Holland Strategic Wealth Advisors was founded on the belief that financial planning should be as inspiring as the mountains that surround us. While we call this incredible region home, our reach extends far beyond, serving clients not only locally but also across the Western United States.
With a deep understanding of the unique financial needs of individuals, families, and business owners, we provide comprehensive wealth management and strategic planning to help clients achieve their goals—no matter where life takes them. Our approach is centered on building lasting relationships, crafting tailored strategies, and ensuring that every financial decision aligns with what matters most to you.
As the founder of Holland Strategic Wealth Advisors, James Holland brings years of experience in investment management, real estate consulting, and financial planning. With a strong background in finance, economics, tax & real estate, he is dedicated to guiding clients toward financial confidence and long-term success.
James E. Holland, MSBA, CFP®
Founder | Holland Strategic Wealth Advisors & Helios Capital Partners Wealth Manager | Private Lender | Financial Strategist
Office: 760-305-9050 Ext. 800
james@HSWA.Money
Certified Financial Planner Certification
James Holland is a trusted financial advisor, private lender, and business strategist with over 15 years of experience guiding clients through wealth building, investment planning, and real estate financing. He is the founder of Holland Strategic Wealth Advisors, where he offers customized wealth management services designed to help individuals, families, and business owners achieve long-term financial success.
James’s services include investment strategy, retirement planning, tax-smart financial structures, and holistic wealth preservation—all built around each client’s unique goals and life vision. As a Certified Financial Planner™ (CFP®) with a Master’s in Financial and Tax Planning, he combines deep technical knowledge with a practical, people-first approach.
In addition to his advisory work, James is also the founder and CEO of Helios Capital Partners. This private lending firm provides business-purpose loans secured by residential real estate. With a proven track record in originating loans, James works closely with investors and real estate professionals to structure fast and flexible lending solutions.
James is licensed as a Registered Investment Advisor, a Certified Financial Planner (CFP), a California Real Estate Broker, a California life and health insurance agent, and an NMLS mortgage loan originator in both California and Arizona. His multi-disciplinary expertise allows him to serve as a well-rounded and strategic partner in all aspects of wealth and finance.
Based in Bishop, California, in the Eastern Sierra Mountains, James also spends significant time in San Diego, staying connected to clients and the statewide business community. With just a phone call away, he stays accessible to many of his regional clients. Outside work, he’s an avid mountain climber and snowboarder, often exploring alpine trails and powder runs. He’s also a proud Eagle Scout, committed to living a life rooted in service, leadership, and integrity.
Whether you’re looking to build wealth, plan for the future, or access private lending solutions, James brings the experience, insight, and personal attention you can count on.