A complete list of active advisors currently associated with Solitude Financial Services, Inc.

Warmer can help you find a great advisor at Solitude Financial Services, Inc. or one who fits your needs even better.

Solitude Financial Services provides fee-only, fiduciary investment advice and ongoing discretionary portfolio management to individual and high‑net‑worth clients through a “financial life management” framework that combines goal-based planning, cash‑flow and net‑worth modeling, and model‑portfolio implementation. The firm also offers hourly consulting arrangements for family members, advises on retirement plan accounts (including ERISA considerations), and does not impose a minimum account size. Investment decisions are guided by long‑term, buy‑and‑hold principles using model portfolios composed primarily of ETFs, mutual funds, individual stocks and bonds, with analysis rooted in fundamental research and Modern Portfolio Theory. The firm also employs simple options strategies—such as covered calls and puts—and may use option contracts to control portfolio risk, an approach that results in derivatives exposure within client accounts that is less common among peer team firms. Distinctive operational and client policies described in the brochure include a formal tax‑filing reimbursement when clients use approved accounting firms and a stated concentration of work with United Airlines PRAP accounts, for which Schwab custody and annual surprise examinations are maintained. The firm’s public materials also include published performance results and client testimonials, practices that are statistically uncommon for firms in this category.

To learn more about the advisors currently working at Solitude Financial Services, Inc., 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.