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.
Zack Geist, an entrepreneur and impact investor, founded Holistic Finance after creating a nationally respected student loan advisory firm. He has built multiple multi-million-dollar impact companies and now focuses on channeling his capital into purpose-driven investments. Holistic Finance reflects his belief in uniting money and meaning, carried forward by a team of licensed professionals who guide clients with both expertise and heart.
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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.
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