WENDY HOLMES
Hidden Oak Partners
As a Certified Exit Planning Advisor (CEPA®), Wendy Holmes is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Wendy Holmes - - Hidden Oak Partners - Armonk, New York, city=Armonk, display_country=United States, hs_object_source_detail_1=Find A CEPA (JULY 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=wendy-holmes, lname=Holmes, hs_object_source_id=enrollmentId:1177876657478;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JULY%202024/HOLMES-WENDY-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-July%202024.pdf, hs_createdate=1722256893320, cohortium_profile_title=Wendy Holmes | Financial Advisor at Hidden Oak Partners | CEPA Connect Member, state=New York, id=14297660579, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Wendy Holmes, email=wendy.holmes@ubs.com, cohortium_meta_description=Connect with Wendy Holmes, a specialized Financial Advisor working with Hidden Oak Partners based in New York., associated_contact_record_id=2023171, website=https://advisors.ubs.com/hiddenoakpartners/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JULY%202024/7386_Holmes_CEPA-Certificate-2024-July.pdf, is_editable=editable, url_slug_2=wendy-holmes, impersonate_user_url=https://exit-planning-institute.org/member-detail/wendy-holmes?impersonation=true, full_name=Wendy Holmes, hs_lastmodifieddate=1764932317199, phone=9176780795, company_name=Hidden Oak Partners, name=Wendy, hs_object_id=14297660579, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=10504, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
https://advisors.ubs.com/hiddenoakpartners/ - Phone: 9176780795
- City: Armonk
- State: New York
- Postal Code: 10504
- Country: United States
- Designations:
- Markets Served:
- Company Name: Hidden Oak Partners
