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Let us help you manage your wealth today.

Call Us For Help:
National- (800) 735-1601
St. George, Utah- (435) 674-1600
SLC, Utah- (801) 901-1101

Or Email Us:

St. George
20 N Main, Ste 400
St. George, UT 84770

Salt Lake City, Ste 1776
222 S Main St
Salt Lake City, UT 84101


Code of Ethics

Since the founding of Soltis Investment Advisors, the commitment to create a money management business that is built upon a non-conflict of interest foundation has been the objective of the principals. Having made much progress toward this objective, the employees of Soltis Investment Advisors have adopted the following Code of Ethics, which reflects the mission of Soltis. The development and institution of this Code of Ethics are paramount to the way Soltis conducts business.

Please download and read Soltis’ full Code of Ethics:

Independently Certified

Soltis Investment Advisors

Soltis Advisors is proud to be among the first investment advisors globally to successfully complete the independent certification process of CEFEX, Centre for Fiduciary Excellence. CEFEX certification independently analyzes the trustworthiness and best practice processes of investment fiduciaries.

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National Recognition

See our ranking in Barron's List of America's Best Financial Advisors.

Soltis Investment Advisors
Soltis Investment Advisors

Financial Times Top 300 Registered Investment Advisors

Our Brochure

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Soltis Investment Advisors