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 provides asset management, financial planning and retirement planning to individuals, high-net-worth individuals, and corporate pension and profit-sharing plans. The firm offers portfolio structuring and ongoing buy/sell recommendations, along with hourly consultations and written financial plans. Its investment process combines charting, fundamental, technical and cyclical analysis with disciplined asset allocation and periodic rebalancing, and most investments are held for the long term. Financial Solutions typically manages accounts on a discretionary basis and conducts account reviews and client meetings at least quarterly. The firm is a single-advisor practice managing roughly $32.4 million across 13 clients, a scale that corresponds with a focus on sizeable client relationships and is notable because the brochure indicates it does not serve non‑HNW individual clients. The brochure also discloses that the adviser does not vote client proxies and makes both hourly and fixed‑fee planning available, practices that are less common among some peers.

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.

Name	Location	Years of experience
Michael Boulton	Mill Valley, CA	3

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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