wiseradvisor

Robert DeHollander
DeHollander & Janse Financial Group

Tel: (864) 770-0220
3515 Pelham Road, Suite 100
Greenville, SC 29615

Put your trust in us for your asset management needs

DeHollander & Janse Financial Group | Financial Advisor in Greenville ,SC


About DeHollander & Janse Financial Group

We've been helping individuals, families, and corporations in the upstate of South Carolina for more than 20 years. With broad expertise in every aspect of financial and retirement planning, we can deliver an integrated plan that's right for you.


General Information

Firm Start Year:   1999
No.of Employees:   5-9
States Licensed in:   GA, IL, NC, NJ, NY, SC, TX, and VA
Number of Years with Current Firm:   20


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Long Term Care, Variable Annuity, Annuity, Life, Variable Life
Financial Organization Memberships:   Financial Planning Association (FPA), Financial Services Institute (FSI)
Non-Financial Organization Memberships:   Fellowship Greenville


Firm Information

Firm's Number of Clients:   360
Firm's Number of Managed Clients:   290
Assets Managed by Firm:   $155 mm
Assets Managed by Advisor:   $90 mm


Board Positions

Organization:  Rolling Green Retirement Community  Greenville, SC
Position :  Board Member
Duration :  Summer 2019-Currently holding


Education

Bachelor of Arts - Chemistry  University of Colorado
-1988

Masters of Science - Environmental Systems Engineering  Clemson University
-1992



Faqs

  • What are your qualifications? What is your education background? I am a CERTIFIED FINANCIAL PLANNER practitioner and have worked in the financial industry since 1999. I earned my Masters (MBA) at Clemson University
  • What is your approach to financial planning? The financial planning process begins with both of us working as a team to determine what your specific goals are and for me to assist you with the tools of proper, comprehensive financial planning to achieve them.
  • What services do you offer? Investment Management, Financial Planning, Retirement Planning, Risk Tolerance Assessment, IRA and 401(k) Rollovers, Estate Planning, Insurance, Employer-Sponsored Retirement Plans.
  • Will you be the only person working with me? Yes, but I have a support staff of 3 additional people.
  • How are you compensated? How will I pay for your services? I believe that our goals are best aligned with those of our clients' by charging a percentage-fee based on assets under management (AUM) for each client. We charge a flat fee for a financial plan, fees varying depending on complexity.
see more


Disclaimer

This communication strictly intended for individuals residing in the states of GA, IL, NC, NJ, NY, SC, TX, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA (www.FINRA.org), SIPC (www.SIPC.org), a Registered Investment Advisor.

Robert DeHollander

Robert DeHollander

CERTIFIED FINANCIAL PLANNER™ Certificant, CRPC®, AIF

As the founding partner of DeHollander & Janse Financial Group, Rob helps his clients succeed through a personalized approach to financial planning. His passion lies in not only helping his clients achieve their lifetime dreams but in also making sure they enjoy the journey. He builds customized solutions that are as unique as the individual client. According to Rob, "Financial clarity and confidence are the product of solid financial planning".

Rob began his financial planning career in 1999 as a financial advisor with American Express Financial Advisors. In order to offer clients independent, objective advice, Rob launched the DeHollander & Janse Financial Group in July of 2009. As a former engineer, Rob knows how to 'run the numbers' but also communicates ideas in easy to understand terms. Rob's practice works with individuals, executives, business owners, and non-profit organizations such as churches and schools. His areas of focus are retirement income planning, portfolio and wealth management, estate planning, insurance and managing retirement plans for businesses.

see more

My Services

Financial Planning for Individuals

We start the financial planning process by listening to you and diligently seeking to understand your circumstances, resources, needs, and goals. We want to know your priorities and develop a long-term plan that aligns them with your financial resources so assets and cash flows are available to fund and support your goals when needed. We work with you to lay out alternative financial plans and conduct risk and probability analysis to determine the strength of each. This will allow you to make informed financial decisions, so you can move forward with clarity and confidence in your preferred plan. We will produce a written, customized plan that will serve as a road map for your financial future. We will continue to refer to and update your plan as your situation changes over time.


Financial Planning for Businesses

If you're a small business owner, you know that growing and maintaining your business is a lifetime commitment. Business planning focuses on issues specific to business owners and shareholders. For most business owners, the business is their most significant asset, and the financial success of that business has an immediate impact on the economic security of the family. Without proper planning, you may have difficulty tapping the value of your business to support your retirement, or your family may lose the value of your business at death. DeHollander & Janse Financial Group can help coordinate the management of your business throughout its life cycle with Business plans, Employee benefits, including retirement plans, Insurance planning, Executive compensation, Marketing and growth strategy, Succession planning


Portfolio Management

At DeHollander & Janse, we believe in a long-term investment approach that emphasizes portfolio diversification. We use principals of tactical asset allocation to design customized portfolios that may combine stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. This blend of investments is customized to your goals, time frame, and investment objectives. We provide sophisticated investment guidance and thoroughly researched recommendations. We continually monitor and adjust the components of your portfolio so that asset allocations remain consistent with our your objectives. We are independent, so we work for you and what is in your best interest.


My Team

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Boiling Springs Duncan
Easley Fountain Inn
Greenville Greer
Inman Liberty
Mauldin Pelzer
Piedmont Reidville
Simpsonville Spartanburg
Taylors Travelers Rest
Williamston Woodruff
Clemson South Carolina Coastal Region
Charlotte
see more

News & Events

Buy-sell Agreements
When: 07/31/2019
Details:What every business owner should know ...more


Mastering Financial Aid Eligibility
When: 06/06/2019
Details:A look into educational costs, and qualifying for financial aid. ...more


How DeHollander made the leap to Financial Advisor
When: 06/06/2019
Details:This is a profile of Rob DeHollander and how he made the leap from Engineer to Financial Advisor. His motivations and the journey - over 20 years ago. ...more


Building a Life on Purpose
When: 12/05/2019
Details:I write a monthly article for the Upstate Business Journal. This is a favorite of mine. I discuss living your life with meaning and how that effects your choices and outlook. ...more


Awards & Recognitions

Vista Club Advisor
(06/06/2017)

Rob DeHollander is proud to have been recognized as a Vista Club advisor for 2017a distinction based on annual production that places him among the top 30 percent of advisors affiliated with Commonwealth Financial Network.


Five Star Wealth Manager Award
(06/06/2014)

To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and compliant history, accepts new clients, client retention rates, client assets administered, education and professional designations. 4,407 Carolinas wealth managers were considered for the award; 135 (4 percent of candidates) were named 2014 Five Star Wealth Managers. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

Social Networks

tweeter facebook linkedin