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


Retirement Plan Services

Soltis consults with company executives and committees to provide leading Retirement Plan benefits to their trusted employees. Consultative services include investment management, plan design, plan benchmarking, vendor searches, and Fiduciary services (ERISA 3(21), 3(38)). Participant level services include education and communication, advice, and executive financial planning.

Our commitment to Retirement Plan clients helps them meet their Fiduciary responsibilities while providing their employees with tools and resources to meet their retirement goals. Our commitment to independence and fee transparency allows us to act exclusively in the best interest of our clients as we provide unbiased advice and recommendations. We work in collaboration with leading trusted institutional partners to provide efficient and effective comprehensive services.

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

Click the image below to view our latest brochure.

Soltis Investment Advisors