Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States. We deliver financial security and personal freedom to individual and institutional investors through a unique and proprietary process of investment analysis that strives to eliminate conflicts of interest.

Soltis provides wealth management and comprehensive financial planning services to individuals and families. In addition, we offer investment advice and plan consultation to retirement plans for successful small to medium sized businesses. These services are provided independent of any third party relationship. Our independence empowers us to recommend investment options driven solely by the best interests of our clients, and leads to a level of accountability and responsibility that is unmatched among our peers.

Investment Management

Soltis Investment Advisors

Kim D. Anderson

Annette Young

Cfa® Shawn S. Woods

Ammon Christensen

Kelli Holmstead

Tyler Wilkinson

The Investment and Research team at Soltis Investment Advisors is responsible for conducting comprehensive investment analysis, identifying promising investment opportunities, and managing client portfolios to optimize returns. This team ensures personalized financial strategies by rigorously researching both traditional and alternative investments, free from conflicts of interest. They play a critical role in delivering tailored financial advice and strategic planning, thereby supporting the company's mission to provide financial security and personal freedom to its clients.

Investment and Research

Operations Team

Investment and Research

About

Team members

Other teams at Soltis Investment Advisors

Operations Team