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 Operations Team at Soltis Investment Advisors is responsible for the seamless execution of day-to-day trading activities, managing and maintaining the firm's systems, and ensuring operational efficiency. This includes overseeing trade execution, clearing and settlement, managing assets under administration, and optimizing workflow processes, all to support the firm's commitment to independent, client-focused investment advice and financial planning.

Operations Team

Investment and Research

Operations Team

About

Team members

Other teams at Soltis Investment Advisors

Investment and Research