A complete list of active advisors currently associated with SOLVE Consulting Group, LLC
Warmer can help you find a great advisor at SOLVE Consulting Group, LLC or one who fits your needs even better.
SOLVE Consulting Group provides investment advisory and financial planning services to individual and high‑net‑worth clients, offering tailored portfolio management alongside financial consulting on retirement, estate, tax, charitable, education and debt planning. The firm documents client objectives in an investment policy statement and delivers ongoing monitoring and client‑specific recommendations. The firm’s investment process combines fundamental analysis and modern portfolio theory and generally pursues a long‑term trading strategy using equities, fixed income, ETFs, TIPS, REITs and select non‑U.S. securities. Portfolios are constructed to align with documented risk tolerance and time horizon, and SOLVE typically seeks discretionary authority to implement model allocations and performs regular (at least monthly) account reviews. A distinctive feature is that one or more of the firm’s principals are licensed attorneys who may, outside of the advisory engagement, offer legal input or make referrals — a relationship the firm discloses and treats as a potential conflict of interest. SOLVE also requires clients to use a specific institutional custodian and receives institutional research and related services that support its investment work, while managing both discretionary and non‑discretionary assets for a relatively small client base.
To learn more about the advisors currently working at SOLVE Consulting Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Fort Wayne, IN
| 20
|
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