As seen in
Detroit Five Star award winner

PROFESSIONAL PROFILE

Danielle Holmes, CFP®

Wealth Consultant
Stefanski Holmes Wealth Management
915 N Michigan Ave., Ste 102
Howell, MI 48843
Office: 734-945-1142
Cell: 517-376-6273
Danielle.Holmes@LPL.com
www.StefanskiWealthManagement.com

Professional Approach

Stefanski Holmes Wealth Management is a family owned business that has been providing broad and diversified financial services to clients since 1993. Our company is founded on traditional values; hard work, loyalty, uncompromising quality, and outstanding service.

We are dedicated to helping clients optimize the distribution phase of their retirement. By understanding the client’s unique situation, we are able provide an individualized strategy that allows clients to make well-informed decisions towards meeting their financial goals.

Award based on 10 objective criteria associated with providing quality services to clients such as
credentials, experience, and assets under management among other factors. Wealth managers do not
pay a fee to be considered or placed on the final list of 2019 Five Star Wealth Managers.

Securities and financial planning offered through LPL Financial, A Registered Investment Advisor, Member
FINRA/SIPC.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2,987 Detroit area wealth managers were considered for the award; 347 (12 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 3,069 considered, 322 winners; 2017: 1,836 considered, 356 winners; 2016: 1,961 considered, 630 winners; 2015: 2,238 considered, 627 winners; 2014: 3,448 considered, 658 winners; 2013: 2,762 considered, 749 winners; 2012: 2,658 considered, 745 winners.