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

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

Solido Financial LLC provides investment supervisory services and financial planning to individuals (including high‑net‑worth clients) and corporate entities. The firm reports managing roughly $19.3 million across a small number of client accounts and advises across a broad set of investments, including mutual funds, equities, fixed income, ETFs, real estate vehicles, private placements and insurance products such as annuities. The firm constructs an investment policy statement for each client and generally manages accounts on a discretionary basis, employing both fundamental and technical analysis and a mix of long‑ and short‑term trading techniques, including margin and options when appropriate. It recently added access to the Altruist Model Marketplace, allowing use of Altruist‑generated, third‑party, and custom model portfolios and tax‑management tools as implementation options, and performs at least quarterly account reviews. Noteworthy for a firm in this peer group is a formal affiliation with a licensed insurance agency and a registered representative relationship with a broker‑dealer, so advisers may offer commissionable insurance and broker‑dealer products; the brochure discloses these relationships and the firm’s procedures to address the resulting conflicts of interest. The combination of a compact client base, direct access to model marketplace technology, and the ability to integrate commissionable insurance solutions differentiates its service mix from many independent advisers.

To learn more about the advisors currently working at Solido 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.