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Meet Tim

Timothy Hole

Timothy Hole CFP®
Senior Financial Advisor

A financial advisor within MFA’s Wealth Management Practice, Tim effectively collaborates with customers by providing custom-tailored solutions to meet their individual financial objectives. Tim’s approach incorporates the aspects of traditional financial planning yet is much more meaningful as he pays close attention to the distinguishing elements of each customer’s personal situation when designing and implementing a financial plan for them.  Tim earned his Bachelor’s Degree in Business Administration from the University of Rhode Island.

  • Energetic
  • Passionate
  • Social

Areas of Focus

financial planning high-net-worth individuals & families retirement planning wealth management Cash Flow Management philanthropic advisory inheritance, estate & gift planning portfolio & investment analysis

We understand that there is no single path to wealth, and we take great care in delivering personalized, thoughtful financial strategies for our customers, each of whom is unique in experience and aspirations.

Our customers are doing things that are changing the future, and we are privileged to have been given permission to grow with them.

Our teams operate as extensions of our customers’ organizations — true collaborators — serving as ambassadors to their futures and linking our intellectual capital to their strategic priorities.

It’s important for us to look beyond the present. We’re often brought in to solve immediate problems, but more importantly, we work diligently to help our customers set themselves up for success that extends well beyond the here and now.

Engineering growth is in our Firm DNA.

Hobby or Passion
Sailing
Guilty Pleasure
Ben & Jerry's Ice Cream
If you could have one superpower what would it be?
Flight
What do you read every day?
The Wall Street Journal

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