Broker Check
Scott Holman, CEPA®, AAMS™

Scott Holman, CEPA®, AAMS™

Wealth Strategist

847-921-9233

scott@ironwoodfamilywealthadvisors.com

Scott Holman has worked in personal finance since 2005 and became a licensed financial advisor in 2007. As a Wealth Strategist with Ironwood Family Wealth Advisors, he helps successful business owners, professionals, and retirees bring clarity and coordination to their financial lives.

Scott is particularly passionate about working with business owners. He helps them connect their business and personal finances, strengthen enterprise value, prepare for succession or an eventual sale, and turn years of hard work into lasting multigenerational wealth. He also works closely with clients’ tax professionals, attorneys, and other trusted advisors to coordinate investment, retirement, estate, risk-management, and business-planning strategies.

Scott believes his greatest value is understanding what matters most to each client and creating a clear framework for the decisions ahead. His approach is personal, proactive, and built around long-term relationships—not one-size-fits-all solutions.

He holds Series 7 and Series 66 registrations and life insurance licenses. Scott has also earned the Accredited Asset Management Specialist™ (AAMS™) and Certified Exit Planning Advisor® (CEPA®) designations.

Personal

Scott is a graduate of Arizona State University and an active member of the ASU Alumni Association. He volunteers with Make-A-Wish Arizona and has previously served on the board of the Fountain Hills Chamber of Commerce and as vice president of BNI Scottsdale Trailblazers.

Scott is a proud father to his two sons, Colton and Emmett. He enjoys spending time with his family, supporting youth activities, and remaining involved in the Scottsdale community.