A complete list of active advisors currently associated with Solid Rock Wealth Management

Warmer can help you find a great advisor at Solid Rock Wealth Management or one who fits your needs even better.

The firm provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients) as well as to pension and profit‑sharing plans and charitable organizations. It constructs model portfolios across multiple asset classes and generally implements client relationships with an account minimum of $250,000, which may be negotiable. The investment approach emphasizes passive, index‑oriented model portfolios informed by academic research and supported by materials and software from the University of Chicago and Dimensional Fund Advisors, with implementation and reporting through platforms such as Orion Portfolio Solutions, LLC. The firm conducts regular (typically quarterly) reviews of client accounts and operates under discretionary authority granted by clients through a limited power of attorney while allowing clients to custody assets at their chosen custodian. Distinctive features include an affiliation with a real estate brokerage: the firm’s principal holds a state real estate license and operates an affiliated real estate advisory that consults on IRC Section 1031 exchanges and may earn referral fees, an activity disclosed as consuming less than 10% of the principal’s time. The firm is also an approved Dimensional Fund Advisors (DFA) advisor that receives research and support from DFA, and its combination of charitable and pension/institutional client work is less common among solo independent advisers.

To learn more about the advisors currently working at Solid Rock Wealth Management, 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.