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Value | Service

Many things are important to us in this life. Most of them are impacted, in some way, by our financial health.

We are committed to utilizing our resources to help you pursue your greatest goals. 

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Your Financial Health


At Holcer & Company, we are dedicated to helping you improve your financial health through strategic, comprehensive, and ongoing planning that incorporates the many elements of your life.

Our clients include both individuals and families as well as small business owners. While all of them have unique needs and situations, many of them share a commonality: the continuous support and unbiased guidance from a knowledgeable advisor and professional partner.

Whether we're providing small business owners with tax, bookkeeping, insurance, or payroll services, or helping individuals with their annual tax return filing, investment management*, and financial planning*, we seek to provide the highest level of value and service

No question or need is too big or too small. While our office is in Spanish Fork, Utah, we are available to serve clients nationwide.

Call us today at 801.400.1844 to get started. 

*Hot Springs, South Dakota Financial Planning and Investment Management Services are offered by Phillip Holcer through his affiliation with HD Vest.

Uniquely Qualified to Serve You

 

Often, a financial advisor and tax professional are the two most trusted professionals in a person's life. At Holcer & Company, we are able to combine the two into one serving as a one-stop resource for tax, bookkeeping, payroll, investment management*, financial planning* and insurance services. 

Our firm is led by Phillip Holcer, the only dually credentialed professional in Spanish Fork. As both an Enrolled Agent and a CERTIFIED FINANCIAL PLANNER™, Phillip is able to provide tax services, comprehensive financial planning* and IRS representation.

We are a full-service firm working with clients both in Spanish Fork, Utah and other areas of the country. 

Whether you require specific or comprehensive assistance, we are happy to provide a complimentary consultation to review your situation and see how we can serve you. 

*Hot Springs, South Dakota Financial Planning and Investment Management Services are offered by Phillip Holcer through his affiliation with HD Vest.

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Who We Are

Your advisor, Phillip Holcer, has an in-depth background in tax, bookkeeping, financial services, and insurance.

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What We Do

We help develop strategies designed to guide you toward your unique goals. 

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Why We Do It

We love to help people!

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Download Our App

We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office