Partner with divorce finance experts

We are divorce financial advisors with more than 40 years of experience to support your clients' interests.

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– TRUSTED BY MOST POPULAR BRANDS –

You and I have something in common: we share the same client base. Our firm works with a substantial number of clients in the midst of divorce proceedings to provide forward-looking wealth management.

Think of us as a transitional guide for finances.

We’d work with your clients to understand how their lifestyle will change after divorce. Considering alimony, child support, employment income, investment income, and basic living expenses, we can pinpoint how much they will have left post-divorce and map out an investment plan to get the most from their assets.

In fact, with over 40 years of experience in wealth management, we provide sound advice at any stage of the divorce process from pre-divorce to post proceedings. 


We value our client relationships.

With no national ad campaigns, we rely on referrals from professionals like you to grow our business. Your client will not be treated like just another account number, and there is no corporate bureaucracy to navigate when they need an answer about their money. We promise to be a partner that you can rely on for integrity, intelligent advice, great service, and value. 

All of that said, could you and I 
schedule a quick call to further explore how to provide your clients with the best value, both legally and financially? 

Thanks In Advance,



Howard Holmes
hholmes@hhria.com

(617) 413-5684

Partner with Us

With over 40 years of combined experience, we have what it takes to provide your client with the level of service they need before, during, and following divorce proceedings. Let’s schedule a quick call to explore how we can work together. 

Schedule a Call

Who We Are

Howard J. Holmes, CFA and Guy A. Tomase, CRPC, CMFC. Howard is the principal of Holmes Investment Management, Inc. and an Investment Adviser Representative. He is a Chartered Financial Analyst Charter holder (CFA®), has a Master of Science in Finance degree from Bentley University, holds a Certificate in Advanced Management from Babson College, and a Bachelor Degree in Economics from the University of Massachusetts at Amherst. Guy is the Director of Financial Planning at Holmes Investment Management, Inc. He has 20 years of experience in all aspects of the financial services industry, focusing on comprehensive financial planning for the past 10 years.

Partner With Us

See what our experts says about us.We have got over 1000s of positive reviews.

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ROSSY DOE

JOHN PETER

CEO,COMPANY

CO-FOUNDER

EMPLOYEE

Our Services

Supporting your clients' financial interests with 40 years of experience

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ADDRESS

PHONE

EMAIL

U.S. Mail:
PO Box 2462
Brockton, MA 02305

617-413-5684 Cell
508-941-5888 Phone
508-819-3024 Fax

©2019 Holmes Investment Management, Inc. All rights reserved.

Holmes Investment Management, Inc. is a registered investment adviser in the Commonwealth of Massachusetts. This website is intended for general information only, and is not intended as an offer of services. Holmes Investment Management, Inc. provides advisory services only in states in which it is registered, or otherwise exempt from registration.

 Check the background of this firm and investment professional on FINRA's BrokerCheck. The material listed in this website is current as of the date noted, and is for informational purposes only, and does not contend to address the financial objectives, situation, or specific needs of any individual investor. Any information is for illustrative purposes only and is not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual upon your individual facts and circumstances. Results will vary, no suggestion is made about how any specific solution or strategy performed in reality.

 Past performance is not indicative of any specific investment of future results. Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loos to the investor. At certain places on our website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Holmes Investment Management, Inc. Holmes Investment Management, Inc. does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Holmes Investment Management does not necessarily endorse or recommend any commercial product or service described at these websites.

We look forward to meeting with you to learn more about your clients.

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Asset Allocation and Rebalancing

Equity, Bond and Exchange Traded Funds (ETFs) analysis

Fixed Income and Retirement Income

Portfolio Construction

Investment Advising

Portfolio Management

Retirement Planning

Option Strategy Investing

Insurance Review and Recommendations

Call Us (617) 413-5684

Schedule A Call

You and I have something in common: we share the same client base. Our firm works with a substantial number of clients in the midst of divorce proceedings to provide forward-looking wealth management.

Think of us as a transitional guide for finances.

We’d work with your clients to understand how their lifestyle will change after divorce. Considering alimony, child support, employment income, investment income, and basic living expenses, we can pinpoint how much they will have left post-divorce and map out an investment plan to get the most from their assets.

In fact, with over 40 years of experience in wealth management, we provide sound advice at any stage of the divorce process from pre-divorce to post proceedings. 


We value our client relationships.

With no national ad campaigns, we rely on referrals from professionals like you to grow our business. Your client will not be treated like just another account number, and there is no corporate bureaucracy to navigate when they need an answer about their money. We promise to be a partner that you can rely on for integrity, intelligent advice, great service, and value. 

All of that said, could you and I 
schedule a quick call to further explore how to provide your clients with the best value, both legally and financially? 

Thanks In Advance,



Howard Holmes
hholmes@hhria.com
(617) 413-5684 

Schedule A Call

Our Services

Supporting your clients' financial interests with 40 years of experience

Investment Planning

Asset Allocation and Rebalancing

Equity, Bond and Exchange Traded Funds (ETFs) analysis

Fixed Income and Retirement Income

Portfolio Construction

Investment Advising

Portfolio Management

Retirement Planning

Option Strategy Investing

Insurance Review and Recommendations

Partner with divorce finance experts

We are divorce financial advisors with more than 40 years of experience to support your clients' interests.

Contact UsLearn More

Call Us (617) 413-5684