About Holistic Capital
A Boston-based strategic advisory firm dedicated to helping founder-led businesses and operators build with structure and scale with discipline.
Our Mission
We exist to provide strategic clarity and execution support to ambitious operators navigating complex growth challenges. Our approach combines rigorous analytical frameworks with practical implementation experience.
We believe sustainable competitive advantage comes from disciplined systems, clear capital strategies, and focused execution—not from chasing trends or pursuing growth without structure.
Juan Garcia
Founder & Principal
Juan Garcia founded Holistic Capital to provide strategic advisory services to founder-led businesses and operators seeking disciplined growth frameworks. With experience spanning operational strategy, capital markets, and real estate execution, Juan brings a practical perspective to complex business challenges.
Prior to founding Holistic Capital, Juan worked with growth-stage companies on operational design, capital strategy, and market expansion initiatives. His approach emphasizes clear thinking, systematic execution, and long-term value creation over short-term optimization.
Juan holds degrees in finance and operations management and is based in Boston, Massachusetts.
Our Values
Intellectual Honesty
We provide candid assessments and transparent reasoning, even when the truth is uncomfortable.
Practical Excellence
We deliver frameworks and systems that work in the real world, not just in theory.
Long-Term Partnership
We build relationships based on mutual respect and shared commitment to sustainable success.
Headquartered in Boston
Based in Boston, Massachusetts, we serve clients across the United States with a focus on select markets where we maintain deep operational knowledge.
Our Boston location provides access to a robust network of institutional capital, professional services, and strategic partners that benefit our clients.