FINANCIAL SOLUTIONS

Overview

Financial Solutions is an independent registered investment adviser operating as a limited liability company that serves both individual/family and smaller 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 advisory services that include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, client education and periodic publications. The firm is not positioned as an ESG-focused allocator and it operates primarily within a single-state footprint. Investment activity is centered on equity exposure: the adviser shows a clear preference for exchange-traded equities as the backbone of client portfolios, and it appears to use both pooled products and separately managed account structures to deliver those exposures. Services emphasize individualized planning and portfolio construction rather than scale-driven product distribution; that orientation is consistent with a relatively small client base and hands-on client engagement through fee-for-service options.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices