Our People

Michael A. Holt, CFP®

Managing Director
Wealth Strategist

Mike is a Managing Director and Wealth Strategist at Beacon Trust, where he specializes in developing comprehensive financial and estate planning strategies for affluent individuals and families. With more than three decades of experience, he brings deep experience and empathy in guiding corporate executives, entrepreneurs, and global professionals through the complexities of multi-jurisdictional wealth management and multi-generational planning.
 
Before joining Beacon Trust, Mike was a senior manager at The MDE Group, where he spent over 20 years designing and implementing financial planning solutions for corporate executives—including Americans working abroad and foreign nationals residing in the U.S. His practice evolved into advising many of these clients and their families as they transitioned into high-net-worth status, helping them integrate investment, estate, and tax strategies to achieve their long-term objectives. His efforts and emphasis on teamwork also contributed to the growth and development of The MDE Group into a nationally recognized wealth management firm.

Mike began his career as a CPA in Deloitte’s flagship World Trade Center office in New York, auditing major financial institutions. His career then took him to Saudi Arabia, where he worked with both multinational corporations and small businesses in a variety of industries, and also developed a specialization in international tax planning for globally mobile executives. Upon returning to New York, he advanced to a tax manager role, advising ultra-high-net-worth individuals, international bankers, and senior partners at firms such as McKinsey & Company.
 
He holds dual bachelor’s degrees in Accounting and Finance from California State University, Long Beach, and completed graduate studies in Taxation at Pace University. Mike is also a CERTIFIED FINANCIAL PLANNER™ professional.