Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides comprehensive financial planning to individuals and their families on topics such as cash flow, retirement, education funding, estate and tax considerations, and risk management, and it also offers periodic complimentary educational workshops on personal finance and investing. It does not provide ongoing portfolio management or custody of client assets and reports no assets under management.
The sole advisor applies fundamental analysis and a long-term, passive investment approach—frequently recommending diversified mutual funds and ETFs consistent with Modern Portfolio Theory and periodic rebalancing—while emphasizing tax efficiency where relevant. Clients receive a written financial plan and retain full discretion over implementation; the firm does not execute trades or take discretionary authority, and clients are expected to arrange transactions through a custodian of their choosing.
Distinctive for a solo independent adviser, the firm supplements its planning practice with free, public-facing workshops and charges hourly planning fees rather than using percentage-of-assets billing, practices that are uncommon among peers. The principal holds advanced degrees in business and financial planning and has prior military and corporate experience; the practice is self-supervised with policies intended to identify and manage potential conflicts of interest.
Client services
Expertise
Fee options
$150 per hour, billed in 15-minute increments
Fee-only: Hourly fee of $150 per hour, billed in 15-minute increments, negotiable
Main office
Oak Hill VA
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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