A complete list of active advisors currently associated with Financial Solutions, Inc.

Warmer can help you find a great advisor at Financial Solutions, Inc. or one who fits your needs even better.

Financial Solutions, Inc. is a state‑registered investment adviser that offers investment management and a range of financial planning services, including project‑based and ongoing comprehensive planning for individuals, high‑net‑worth clients, and businesses. The firm is newly registered and currently reports no assets under management; it generally charges advisory fees based on a percentage of AUM. FSI builds individualized investment policy statements and implements portfolios using a mix of fundamental, technical, and charting analyses, with both passive and active strategies informed by Modern Portfolio Theory. The firm also recommends and oversees outside managers, assisting clients with manager selection, onboarding, and periodic monitoring of holdings, strategy, concentrations, and compliance. What is noteworthy about FSI is the emphasis on accounting and tax expertise in its advisory work: the principal holds CPA credentials and advanced tax and finance degrees alongside CFP designation, and the brochure highlights tax‑aware planning, business planning, and estate considerations as part of its services. The firm’s formal due‑diligence process for selecting and monitoring outside managers, and its disclosure that it does not share in outside managers’ advisory fees, are practices that distinguish it from many peers.

To learn more about the advisors currently working at Financial Solutions, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.