Holistic Finance was born from a simple but radical question:
What if money wasn’t just a tool — but a sacred responsibility?
Our founder, Zack Geist, spent years building a trusted student loan advisory firm in the country, helping thousands reduce their financial burdens. But over time, he saw a deeper pattern: many who escaped debt were still invested — often unknowingly — in the very systems that caused harm.
So he created Holistic Finance. To offer something rare. A place where soul and strategy walk hand in hand. Zack never set out to build a conventional financial firm. He’s a community builder. A regenerative thinker. A founder of healing sanctuaries and a voice for a more conscious economy. He has earned, lost, and earned again — and through that journey, discovered something vital:
True wealth is coherence. And radical integrity — meaning integrity from the root — is the only foundation worth building on.
Zack's team of licensed professionals shares this vision.
We bring experience, heart, and a fierce commitment to helping you invest in a world you believe in — designing portfolios that not only perform financially, but support organizations aligned with your purpose.
At Holistic Finance, we don’t just talk about regenerative investing — we live it. Much of our financial planning happens within a thriving off-grid, regenerative community and healing sanctuary, where we cultivate food, steward the land, and nurture holistic well-being every day.
This sanctuary isn’t separate from our mission; it’s woven into it. Our work with values-based clients is supported by the very surroundings that embody our commitment to regeneration, resilience, and healing. And because we always have team members working here, our clients are welcome to visit us and experience firsthand the projects and community that inspire our approach.
We believe that if we aren’t moved daily by the awe and wonder of the natural world, the metrics of impact can become abstract and obscured. How many registered investment advisors can say they plan investments while immersed in the same kind of beautiful, life-affirming projects they help their clients fund? Being rooted in this environment makes us better guides for aligning your capital with your deepest values.
Holistic Finance LLC (dba Holistic Finance) is a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Advisory services offered only in jurisdictions where registered or exempt. Information on this site is for educational purposes only and is not investment advice. Past performance is not indicative of future results. View our Legal Disclaimer and Privacy Policy.
Disclaimer: Advisory and insurance services are offered through Holistic Finance LLC (dba Holistic Finance) an SEC Investment Advisor. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Holistic Finance and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Holistic Finance, an Investment Advisor in the State of South Dakota. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States where Holistic Finance is legally permitted.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
Links to Other Sites. The inclusion of any link is not an endorsement of any products or services by Holistic Finance. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Holistic Finance, nor any agency, officer, or employee of Holistic Finance warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.