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 goals—which we’ve been doing since 1999. Portfolio Solutions® utilizes a disciplined, open-architecture investment methodology that emphasizes both cost-sensitive and tax-sensitive strategies, with more than $1.6 billion in client investment assets under management.*
We create comprehensive, personalized financial plans to help guide you toward your unique objectives, and execute your plan with efficiency and transparency, freeing you to focus on that which matters most to you. We seek to simplify our client’s lives through customized solutions that are tailored to your goals and objectives.
There are many financial services in the market, so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about any portfolio are best made after an assessment of individual needs.
Some of our services include:
- Retirement Planning
- Comprehensive Financial Plans
- College Savings Planning
- Reviews of Outside Investments
- Planning for Women's Finances
- Investment Management
- Business Succession Planning
- 401(k) Retirement Plans & Individual Retirement Accounts
- 529 Qualified Tuition Plans
- Elder Care Planning
- Estate & Legacy Planning†
- Gifting & Charitable Trust Planning
- Group Retirement & Savings Plans
- Insurance Planning
- Other Retirement Savings Plans for Employee Groups
- Required Minimum Distribution (RMD) Strategies
- Tax Loss Harvesting†
- Tax Management Services†
† Portfolio Solutions® does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.