FINANCIAL SOLUTIONS ADVISORY GROUP

Overview

Financial Solutions Advisory Group is an independent registered investment adviser that has operated since 2003 and serves both individual/family and institutional clients. The firm runs a fee model that combines percentage-of-AUM billing with hourly and fixed-fee engagements, and it offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting support, and published commentary or newsletters. The firm does not position itself as an active ESG investor. On the investment side, the adviser leans into pooled public vehicles as the backbone of client portfolios while supplementing those exposures with corporate debt and third‑party alternative managers for private placements and real estate. The staffing and ownership are organized under individual ownership rather than a broker/dealer or multi-affiliate structure, which supports a turnkey advisory model centered on discretionary portfolio implementation for most clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices