President + Chief Financial Planner + CIO Russell Holcombe
From a very young age, I was exposed to client situations that ultimately shaped Holcombe Financial and guided the philosophy behind the firm. To understand where that vision began, you have to go back to the 1970s, when my parents started the firm designing retirement plans for high-earning individuals. I was young lad licking stamps and making copies. Taxes were high – 70% – and the rules were complex. It was easy for people to make mistakes and when they did, it seemed everyone knew to call Dennis Holcombe. He grew the business from scratch by helping people put their financial lives back together.
I formally joined my parents in 1993, where I learned the fragility of money working triage in what felt like a financial emergency room. Those early experiences cemented the long-term vision that still drives the firm today.
In 2007, I founded Holcombe Financial, Inc., which specializes in financial planning, wealth management and tax planning. Today, we manage over $400 million for roughly 150 families.
In 2012, I published the award-winning book You Should Only Have to Get Rich Once, and we built our own proprietary financial planning software, BluePages.
I graduated from Southern Methodist University with a degree in Finance/Real Estate and earned a Masters of Taxation from Georgia State University. I carry the CFP© designation and am a member of the National Association of Stock Planning Professionals.
My wife and I live in Sandy Springs, GA. We welcomed our first grandson, Ben, this year. Outside the office, we have a cut flower farm south of Athens, GA that supplies local restaurants – and clients and friends – with beautiful arrangements. And when time permits, I enjoy running 100-mile ultramarathons or supporting others wishing to achieve the milestone.