FINANCIAL SOLUTIONS ASSOCIATES

Overview

Financial Solutions Associates is an independent registered investment adviser that provides financial planning and portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-AUM fees along with hourly and fixed fees, which allows them to blend ongoing investment management with project-based planning work. Since registering in 2021 the firm has built a concentrated business model focused on discretionary portfolio management: its reported assets are managed on a discretionary basis. Investment positioning favors pooled public vehicles—chiefly mutual funds/public funds—for core equity and fixed‑income exposure, supplemented by corporate debt and annuity solutions where appropriate for income or liability-matching objectives. The firm does not identify as an active ESG allocator and does not operate as a multi-state advisory network or as a capital allocator to manager-led platforms. Advisory activity centers on financial planning and personalized portfolio management rather than institutional or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices