1-888-703-3900 dholaday@wdcplan.com

Your Virtual On-Demand Back Office for Advanced Case Planning

We help top planners attract and retain more ideal financial and estate planning clients by helping them deliver transformational experiences to their clients. We are a virtual on-demand advanced back office. Since 1996 we’ve been involved in more than 500 client situations with net worths from $10 million to over $300 million.

Advanced Wealth Design Strategies

Advisors appreciate our knowledge and help to evaluate and design the advanced strategies. We do the heavy duty quantitative analysis. The advisor implements more cases because our beautiful reports give clients clarity and confidence to take action, and address the concerns of other advisors.

Firm Overview

Meet the Wealth Design Consultants

David W. Holaday, ChFC, CAP®

David Holaday has over 25 years experience as a financial consultant. He is the founder and Managing Member of Wealth Design Consultants, LLC.

Meet Dave

Tim Voorhees, JD, MBA, AEP®

Principal Partner, Matsen Voorhees Mintz LLP, and President Family Office Services. National lecturer, trainer, and author. 36 years of experience.

Meet Tim

Our Services Include:


How We Help Advisors Attract and Serve More High Net Worth Clients


Case Planning

We have many custom deliverables that will help you in planning your next big case.


We have some helpful free resources that can help you get started with you next big case.


Thru our webinars and live events we can help you learn the ins and outs of handling big cases.