How Can We Serve You?



Portfolio Solutions® is a national, full-service, fee-only Financial Advisor providing fiduciary wealth planning services designed with each client’s unique needs in mind. We embrace the principles of Servant Leadership to help clients work confidently towards achieving their long-term financial...


We believe that trust is the most important factor in any relationship. We are an independent Registered Investment Adviser, registered with and regulated by the U.S. Securities and Exchange Commission, and held to a “fiduciary standard”. As such, we always place the interests and welfare of our...


At Portfolio Solutions®, we believe we offer an unparalleled value proposition for clients which combines our wealth planning and investment guidance services, our investment philosophy, and our low fees. We offer comprehensive wealth planning services that are tailored to individual client needs...

We can assess if you're on track.
Trust us to do a personal financial review.

Start Here

$1.6 Billion | UNDER MANAGEMENT*

Blue Star Press Release

Portfolio Solutions®

SS&C Press Release

Portfolio Solutions®


Founded in 1999, we serve more than 600 clients with $1.6 billion in assets under management.*


Every member of our firm makes it their top priority to serve our clients.


We are an independent firm and do not receive commissions.  


While not so large as to lose our personal touch, we have enough scale to employ the industry’s top technology platforms.


Security and safeguarding client data are at the forefront of everything we do.