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 $1.5 billion in client investment assets under management.*
We serve more than 600 clients including high net worth families, trusts, and non-profit organizations throughout the United States. Our investment committee ensures investment decision-making rests with more than a single individual. This promotes a more measured approach and broader perspective for investment direction, and depth of a seasoned team.