Financial Solutions was created in order to provide clients the service they deserve.
Our team has learned from experience that the corporate wealth model dominating the industry leaves much to be desired. Too often, clients in need of committed partners find that they are little more than account numbers within a corporate bureaucracy.
We knew there was a better way. So we created Financial Solutions. Our firm was built on intellectual capital, hard work and an abiding belief that world-class holistic wealth management and personalized service would help us grow into a leading wealth management practice.
On Your Side
Every advisory firm wants you to believe that they're working for your best interests. Our business is structured in a way that goes far beyond lip service.
- Fee-only advice. As a fee-only advisor, we do not accept compensation from any party other than you: We will never open the door to any conflict of interest.
- SEC-registered advisor. Our SEC registration means that we have a legal fiduciary responsibility to act in the best interests of our clients. That's not true of many advisors.
- Low client-to-advisor ratio: We deliberately control our ratio in order to ensure better investment oversight and personalized service.
- Fully independent. We're not beholden to any corporate agenda—our focus is your success, and clients enjoy direct access to the firm's owners.
- Open-architecture investment platform. Financial Solutions is free to choose the best analysts, managers and solutions to serve our clients' needs.
Expertise and Experience
Our team has decades of experience working specifically with affluent individuals. We've devoted our careers to providing the holistic wealth management that helps clients reach their financial goals.
We're proud to provide cutting-edge expertise in areas including planning, investments, taxes, estate, insurance, income and education. At Financial Solutions, our expertise and experience serve a single purpose: To help you succeed.