We begin by asking what’s most important to you, because our primary goal is to help you plan a future of your own choosing. We’ll help you develop and manage financial strategies that provide security and freedom, so you can pursue what means the most to you. Our focus on independence and fee-only management helps us advise you without bias. Working hand-in-hand with Soltis and your other trusted professionals, you’ll build and manage wealth that supports what you want most in life. More Info
Your employees trust you with their retirement, so they can pursue what’s most important to them. Soltis will consult with company executives and committees to learn what you and your employees want most out of retirement, and help you plan accordingly. As we explore the options, we’ll do so with your employees’ values and your fiduciary responsibilities in mind. With your company’s retirement plan, employees will be able to pursue their own most important endeavors when they’ve finished helping your company meet yours. More Info
Learn how our advisors help create an experience for our clients that is independent and non-conflicted.
To us, freedom means living the life you choose. That freedom means more to you – and to us – than wealth management or retirement. Living a life that brings you joy is the ultimate goal; we’re just here to help you build the resources to support it. We do so through our proprietary process of analyzing investments. This process minimizes conflicts of interest, so that everything we do is focused on what’s most important to you. Our fee-only structure means our recommendations are unbiased and based only on what you want out of life. And as we advise you, we do so without any third-party relationship conflicts to cloud judgment about what is right for you.
A Möbius Strip is a surface with only one side and one edge. If you draw a continuous line starting anywhere on the surface, the line will extend along the entire surface and return to where it began. At Soltis, this represents two things. First there is only one side, our clients side, and we always do what is in the best interest of our clients. Second, travelling along the Möbius Strip represents a never ending journey, which reminds us that creating, building, and managing wealth is a long-term venture, requiring consistent execution over time. By developing enduring relationships with our clients, Soltis becomes a partner in accomplishing your life’s most important endeavors.
The color green represents stability, balance, growth, life, wealth, safety, vibrancy and harmony which are characteristics that we strive for our clients to achieve in their life. At Soltis, we understand wealth is a responsibility that, when managed well, brings great benefits not only to its bearer but also to those the bearer chooses to assist, creating a fertile garden of growth and abundance in a world full of discord and hardship.
Soltis Advisors was founded on one principle: to provide advisory services to clients in a fiduciary capacity. Since our founding in 1993, we’ve continued to build on that foundation of doing what’s right for you, without the typical conflicts of interests found at other financial firms (e.g. brokerage commissions, fee sharing and financial product fees).
In the fall of 1992, Lon Henderson was invited by his good friend, Hyrum Smith (founder of Franklin Covey) to manage the wealth generated by taking his company public. Hyrum invited Lon to leave his current employment with a renowned money management firm to become the “gatekeeper” of his family’s wealth.
Although intrigued and flattered by the offer, Lon wanted to do more than serve a single client. So he designed a firm based on a business model that was unique within the financial services industry, “fee-only”. Joined by Hal Anderson, the firm became a fiduciary to its clients which meant all investment advisory decisions would always be made in the best interests of its client. This remains the core principle of Soltis today.