Service
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...
Trust
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...
Value
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...
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$1.6 Billion | UNDER MANAGEMENT*
Portfolio Solutions® & Vanguard Hold Summit to Expand Their Long-Term Partnership
Portfolio Solutions® |
EXPERIENCE
Founded in 1999, we serve more than 600 clients with $1.6 billion in assets under management.*
TEAM APPROACH
Every member of our firm makes it their top priority to serve our clients.
TRANSPARENCY
We are an independent firm and do not receive commissions.
INSTITUTIONAL CAPABILITIES
While not so large as to lose our personal touch, we have enough scale to employ the industry’s top technology platforms.
FOCUS ON CYBERSECURITY
Security and safeguarding client data are at the forefront of everything we do.