Financial Solutions

At Financial Solutions Advisory Group, we believe that building wealth and achieving financial security requires a deep understanding of our clients' unique needs, goals, and circumstances. As a fee-only, fiduciary, and independent wealth management firm, we are dedicated to providing customized financial planning and investment management services to affluent individuals and their families. With decades of combined experience, our team of specialists is committed to serving our clients' best interests and helping them achieve their financial objectives.

Our Services

We offer a comprehensive range of services designed to help our clients achieve their financial goals. Our services include:

• Financial Planning: We work closely with our clients to understand their financial goals, assess their current financial position, and develop a personalized financial plan that addresses their unique needs and objectives.
• Wealth Management: Our experienced wealth managers work closely with our clients to create customized investment portfolios that align with their risk tolerance, investment goals, and time horizon. We use a range of investment strategies, including stocks, bonds, mutual funds, and exchange-traded funds, to create diversified portfolios that aim to provide long-term returns.

Our Team

Our team of specialists is dedicated to providing exceptional service and expertise to our clients. Our team includes:

• Mark C. Soehn, Co-Founder and Principal Wealth Manager & Lead Partner of Client Engagement
• Scott J. Munkvold, Co-Founder and Principal Wealth Manager & Lead Partner of Financial Planning
• Alan M. Gunn, Partner and Client Relationship Specialist
• Chad J. Rawleigh, Partner and Wealth Manager & Client Relationship Specialist
• David Jutovsky, Partner and Wealth Manager & Client Relationship Specialist

Why Choose Us

At Financial Solutions Advisory Group, we believe that our unique approach sets us apart from other wealth management firms. We are committed to providing personalized service, expert guidance, and innovative solutions to our clients. We are proud of our:

• Fee-only model, which ensures that we are compensated solely by our clients and never by third-party sources
• Fiduciary responsibility, which means that we are legally obligated to act in our clients' best interests
• Low client-to-advisor ratio, which allows for more personalized attention and service
• Comprehensive resources and expertise, which enables us to provide tailored solutions to our clients' unique needs

Get Started

If you are looking for a trusted partner to help you achieve your financial goals, we invite you to explore our services and learn more about our team. We offer a complimentary review meeting to describe our services and to see if our services are right for you. Contact us today to schedule your meeting and take the first step towards achieving your financial aspirations.