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

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

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.

To learn more about the advisors currently working at Financial Solutions, LLC, 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.