R. Stuart Holden III
Co-Founder, Managing Partner | Head of Personal Advisory
Stuart Holden is Co-Founder and Managing Partner of ACS Advisory and leads the firm’s Personal Advisory division. He specializes in guiding families and individuals through wealth management, financial planning, retirement readiness, and multigenerational legacy strategy. Stuart brings clarity, structure, and long-term vision to clients with complex financial lives, ensuring their personal and business decisions are aligned.
With deep experience in estate planning, succession strategy, gifting techniques, and executive benefits, Stuart has earned a reputation for his thoughtful, comprehensive, and family-centered advisory style. He is adept at integrating a client’s personal financial world with the realities of business ownership, creating unified plans that support both present needs and generational goals.
Stuart is also a mentor to many advisors and plays an essential role in the growth and leadership of the firm’s independent agency channel. Clients and colleagues alike value his steady guidance, technical experience, and commitment to excellence.
He holds a BA from Rollins College and the Accredited Investment Fiduciary® (AIF) designation, as well as Series 7 and 63 registrations and Life, Health, and Property & Casualty licenses. Stuart is a member of NAIFA, the New York Athletic Club, and several philanthropic organizations.