A complete list of active advisors currently associated with Solidity Financial LLC

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

The firm provides comprehensive financial planning and discretionary investment management to individuals, families, trusts, estates, foundations and small businesses. It operates as a fee‑only registered investment adviser and manages roughly $73 million in client assets, placing client assets with a major qualified custodian. Investment approach centers on a low‑cost, passive strategic core built with index mutual funds and ETFs, supplemented by tactical asset management and select active managers when additional value is identified; the firm uses both fundamental and technical analysis for tactical decisions. The adviser emphasizes risk management, minimizing investment expenses, and acts as a fiduciary when advising retirement accounts. Distinctive features include a very small advisory team—two advisory professionals—serving about 250 clients, which results in a higher client load per advisor than is typical among peers, and the firm maintains constructive custody by directly deducting fees from client accounts. The firm is affiliated under common ownership with a tax‑preparation business (with disclosed reciprocal referrals and no referral fees) and has recently changed its engagement options by eliminating hourly work and adding a fixed‑fee comprehensive wealth management offering.

To learn more about the advisors currently working at Solidity Financial 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.