Financial Solutions

Overview

Financial Solutions is a small, independent RIA organized as a sole proprietorship that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and operates with all client assets reported as discretionary, which suggests they actively implement portfolio decisions on behalf of clients rather than only providing advice. Investment preferences skew toward public equities. The ADV filing identifies an equity preference and the largest single asset type is exchange-traded equities, indicating a bias for liquid, tradable instruments (ETFs and/or individual stocks). The firm is not flagged as an active ESG investor and does not position itself as a capital allocator to private managers; its business model centers on direct portfolio construction and ongoing management for a concentrated client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices