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James Holland | Financial Advisor

Profile img for James Holland, financial advisor at MillenniuM Investment & Retirement Advisors
Charlotte , NC
James Holland
Financial Advisor
Partner at
MillenniuM Investment & Retirement Advisors

Verified Identity

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Allow Me to Introduce Myself
James Holland is a partner, assistance Compliance Officer and Director of Business Development for MIRA. He is one of the three inventors of the PlanAnalyzer, which is the only patented investment evaluation tool available in the industry. James also does expert consulting for ERISA litigation for both the Plaintiff’s Bar and defense council. He has spoken at dozens of SHRM events throughout the country. James & MIRA also do extensive work with plan sponsors who have issues before the Department of Labor and the I.R.S. He is a 1990 Graduate of Ohio Wesleyan University, where he received a B.S. in Economics Management and holds an MBA from Jack Welch Institute. www.fix01k.com www.miracenter.com Evaluating investments from a patented legal perspective—MillenniuM is the only firm licensed to use the patented Investment Evaluator called the PlanAnalyzer™ https://patents.justia.com/patent/10127614 Our firm assisted Congress in writing legislation that helped change the qualified plan space over a decade ago. We have done expert witness work on some of the groundbreaking litigation that has taken place with 401k plans. We have helped some of the largest employers in the country eliminate or dramatically reduce potential fines and penalties they have received from the Department of Labor. We have spent hours meeting with the IRS discussing advisor compensation and other potential prohibited transaction. We have taken all of these interactions and combined them with a unique set of credentials and decades of ERISA experience to invent the only patented retirement plan benchmarking tool. We are now on a mission to bring this patent-protected program to CPAs, Plan Auditors, Advisors/Brokers and Plan Sponsors/Fiduciaries who share our vision of ensuring the participants’ best interest are always the main focus of a retirement plan and that the plan is run in an ERISA compliant manner. The retirement plan is no longer the after-thought of the benefit’s world, it is front and center both in the court room and the media. We encourage you to arrange a time to speak with our team, it can be done via a 15- minute webinar/phone call. We believe it is the best way to protect all interested parties and provide the participants their best path to reaching their retirement goals and objectives.
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Specialties and Expertise

4
Retirement Income
Business Ownership Strategies
Succession Planning
Tax Minimization Investment Strategies

Clientele

9
New Investors
Inheritors
Startup Employees
Attorneys & Paralegals
Corporate Executives
Retirees
Doctors
Business Owners
Nurses

Credentials and Designations

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Master of Business Administration

Education

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Strayer UniversityMBAYear Obtained: 2018
Ohio Wesleyan UniversityB.S. Economics Management Year Obtained: 1990
Quick Facts About James
Years of Experience:32 yearsMember since:2023

Services Provided

How I help my clients

Business Retirement Solutions

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Investment Management

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Retirement Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Charlotte , NC
James Holland
Financial Advisor
Partner at
MillenniuM Investment & Retirement Advisors
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Profile last updated: 02-18-2025