A complete list of active advisors currently associated with Financial Solutions

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

Financial Solutions is a fee-only independent advisory firm that provides personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses, charitable organizations, pension and profit-sharing plans, and municipalities. The firm offers AUM retainer, flat annual retainer, and hourly engagement options and manages roughly $64.7 million in discretionary client assets. The firm implements long-term strategic asset allocation, blending passive and active funds and assigning clients to one of seven model allocations based on a detailed risk survey; portfolios are generally held and rebalanced over time while discretionary trading authority is used where agreed. Clients receive documented meeting notes and action steps, quarterly custodian reporting (commonly through Schwab), and periodic written updates including snapshot reports and newsletters. Compared with many solo independent advisors, Financial Solutions’ client mix is notable for its work with municipal entities, pension and profit‑sharing plans, and charitable organizations — client types the brochure specifically lists alongside individual and small-business relationships. The firm also provides limited tax-preparation services (fewer than 40 returns annually), maintains a NAPFA-aligned fee‑only practice, and communicates with clients through formal written summaries and periodic newsletters.

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