Financial Representative
JEFFREY BINGHAM
CFP®,CLU®,CASL®
With Jeffrey Bingham working under the DBA name of Holistic Financial Services, you have a dedicated representative who delivers valuable services in a coordinated and holistic way. Jeffrey looks beyond your basic financial needs and seeks to optimize your assets, protection, and cash flow while minimizing your debt, now and in the future. His objective is to assist you onto a path of efficient wealth accumulation and financial balance, while protecting the future of your loved ones and your livelihood.
Jeffrey knows that financial success results from discipline, hard work, and smart, informed decision-making. To build and maintain an effective financial strategy, it’s important to seek out the right people who understand what is important to you, can guide you, and provide long-term support as you move through the various stages of your financial life.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 11600 Sunrise Valley Drive, Suite 100, Reston, VA 20191, (571) 267-1200. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian and Financial Growth Partners LLC is a Guardian Agency.
Our Company
Integrated Planning for Stronger Financial Outcomes
Holistic Financial Services takes a comprehensive approach to financial planning, recognizing that every financial decision can impact the bigger picture. Rather than focusing on individual products or isolated financial needs, we look at how your assets, protection, cash flow, taxes, debt, retirement, and long-term goals work together. Our approach is designed to bring clarity, coordination, and purpose to your financial life, helping you make informed decisions, manage risk, use your resources efficiently, and build and protect wealth over time. Most importantly, we believe financial success should provide balance, allowing you to prepare for the future while still living well today.