Articles from Holistic Planning
Holistic Planning, a national fee-only registered investment advisory firm with more than $1.25 billion in assets under management, today announced that Alex Nikulin, CFP® has joined the firm and established its first office in New England. Based in Portsmouth, New Hampshire, Nikulin serves individuals, families, and business owners across the region with comprehensive financial planning, investment management, and integrated income tax services.
By Holistic Planning · Via Business Wire · May 11, 2026