Rachael Holm CFP, CRPC, APMA, BFA

10/03/2026

I’m incredibly honored to be recognized as a 2026 Five Star Wealth Manager for the fifth year! ⭐

I’m so grateful for the trust my clients place in me and for the opportunity to help individuals and families navigate their financial lives with confidence. Providing thoughtful service, building lasting relationships, and helping clients work toward what matters most to them continues to be incredibly rewarding.

Thank you to my clients, colleagues, and the entire ClearCourse Wealth Advisors team for your continued support. I’m truly grateful for this recognition and excited for what’s ahead! 🎉💙

https://www.ameripriseadvisors.com/rachael.c.holm/profile/

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09/23/2026

My heart is fuller than I ever thought possible. 💕

On September 3, we welcomed our fifth child, Audrey Marian Holm, into the world, and our family feels beautifully complete.

These first few weeks have been filled with newborn snuggles, sleepless nights, and so much gratitude. Watching Audrey be welcomed by her four excited big siblings has been one of the greatest gifts.

Thank you to everyone who has reached out with kind words, prayers, and well wishes. We are soaking up every moment with our sweet girl and feeling incredibly blessed during this special season of life. 💗

Welcome to the world, Audrey. We love you so much.

09/18/2026

Still thinking about all the great conversations and takeaways from Ameriprise National Conference in Denver - ICONIC 2026. Grateful for the opportunity to learn from some incredible people and recharge before jumping back into serving our clients.

09/12/2026

I'm incredibly honored to be named a 2026 Forbes Best-in-State Next-Generation Wealth Advisor and ranked #9 in Ohio.

This recognition belongs just as much to the amazing clients who trust me, the incredible team at ClearCourse Wealth Advisors, and the mentors who have supported me along the way.

Thank you for being part of this journey. I'm excited for what's ahead and grateful for the opportunity to do what I love every day. 💙

https://bit.ly/3USLXBu

09/02/2026

🎉 BIG NEWS! 🎉

Today marks an exciting new chapter as Bespoke Wealth Advisory Group joins ClearCourse Wealth Advisors!

Together, we're bringing more resources, expanded capabilities, and the same commitment to helping clients pursue their financial goals with confidence.

We're excited for what's ahead and grateful to everyone who helped make this day possible.

✨ Click below to meet our newly expanded team: https://bit.ly/4i3mS0i

📰 Read our official press release to learn more about this exciting milestone: https://bit.ly/4h4O3qu

08/06/2026

06/09/2026

Join us tomorrow at 12:30 PM on MS Teams!

Whether you are thinking about buying, selling, or just want to stay informed, this session is for you. Hear from a mortgage broker and realtor as they cover current rates and answer your questions.

RSVP here to save your spot and get the link: https://bit.ly/3RY6UcO

Hope to see you there!

04/22/2026

Your future called—it wants you at ClearCourse! 😉

Apply today by sending your resume to [email protected]

https://bit.ly/4sKR1Db

04/09/2026

I’m honored to share that I’ve been named a 2026 Forbes Best‑in‑State Wealth Advisor, ranking #7 in Ohio, Columbus Area. This recognition is incredibly meaningful, and I’m grateful for the trust my clients place in me every day, the continued support of my team, and the relationships that make this work so rewarding. Thank you to everyone who has been part of this journey.

Learn more about my practice here:
👉 https://bit.ly/4t1twGV

03/13/2026

✨ Celebrating Excellence! ✨

Our team is honored to receive the 2025 Ameriprise Client Experience Award, recognizing our commitment to delivering high‑quality service and personalized guidance. 🌟

Thank you to our clients for the trust that makes achievements like this possible! 🎉

https://bit.ly/4b92bw1