Soltis Investment Advisors LLC

Overview

Established in 1993, Soltis Investment Advisors LLC is a fee-only wealth management firm headquartered in St. George, Utah. The firm provides comprehensive financial planning and investment management services to individuals, families, and retirement plan sponsors across the United States. As a fee-only firm, Soltis does not receive any commissions or third-party compensation, ensuring that its recommendations are unbiased and aligned with clients' best interests. Soltis offers a range of services, including wealth management, retirement planning, tax optimization, estate preparation, risk management, and charitable giving. The firm's investment approach encompasses various asset classes, such as fixed income, private equity, real estate, and venture capital, and spans multiple stages, including early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed investments. This diversified strategy allows Soltis to tailor its services to meet the unique needs of its clients. Over the years, Soltis has expanded its presence beyond Utah, establishing offices in Arizona, Texas, Washington, Michigan, and Massachusetts. The firm's growth has been supported by strategic partnerships, including a capital partnership with Estancia Capital Partners and LLR Partners in 2024, aimed at accelerating growth and enhancing service offerings. Additionally, in 2025, Soltis appointed Jeffrey Harris as Head of Mergers & Acquisitions and Partnerships to further support its strategic growth efforts. These initiatives reflect Soltis's commitment to providing comprehensive wealth management solutions and its dedication to helping clients achieve financial freedom to pursue life's most important endeavors.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies