FORD FINANCIAL SOLUTIONS, LLC

Overview

Ford Financial Solutions, LLC is an independent, individual-owned registered investment adviser that serves a concentrated client base of individuals and families. The firm delivers financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and educational seminars and workshops. Its advisory model is fee-based with hourly, fixed-fee and other non-traditional billing arrangements, and the firm identifies itself as a capital allocator with a clear tilt toward equities. Ford Financial Solutions is not positioned as an ESG-focused adviser and does not report multi-state advisory registration. The firm’s affiliation with a law firm suggests a client service model that may emphasize estate, legal and tax coordination for high-net-worth households, and its advisory activities indicate a hands-on planning orientation combined with outsourced manager selection when specialist exposures are required.

Assets & Accounts

Public Holdings

Location & Offices