Ames Financial Solutions, LLC

Overview

Ames Financial Solutions, LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm combines fee-based advisory work (percentage of AUM, hourly charges and fixed fees) with insurance distribution and other financial-product sales, which it integrates into client planning. Its advisory services include ongoing portfolio management, financial planning, periodic publications and client education through seminars and workshops. The firm reports a clear preference for liquid, exchange-traded equities as the central building blocks of client portfolios rather than concentrated private or complex alternative structures. Ames does not position itself as an ESG-focused or multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices