“We are honored to be included on the 2016 list and gratified to be recognized based on our independence and fiduciary status as fee-only advisors,” said President and CEO Hal Anderson. “During the past year we continued to serve individuals, families and businesses along the Wasatch Range and recently opened an office in Salt Lake City, to further enhance the service we provide to clients.”

Soltis provides comprehensive financial planning and investment management services to individuals and families. In addition, the firm offers investment advice and consultation services to retirement plan sponsors (primarily small to medium sized businesses that have experienced a significant level of success). As a fee-only firm, all compensation comes directly from clients; no commissions or third-party compensation is ever accepted. As a fiduciary, the firm offers financial advice and investment options driven solely by the client’s best interests, goals and objectives. The firm’s mission is to create, build and manage wealth so clients are free to pursue life’s most important endeavors.

The Financial Planning rankings are based upon the total discretionary and nondiscretionary assets under management as registered with the Securities and Exchange Commision. The rankings list comprises only independent, fee-only advisory firms, excluding firms with broker/dealer and insurance company affiliations as well as those with substantial outside ownership. In order to capture firms that provide financial advice to individuals, only advisory firms that maintain a client base that consists of at least 50 percent “individual clients”  are included.

Resources

• Soltis Investment Advisors

Email: [email protected]

Twitter: @STGnews

Copyright St. George News, SaintGeorgeUtah.com LLC, 2016, all rights reserved.