Soltis Consulting, Inc. is a business consultant in Wheaton, IL, offering financial planning and wealth management services focused on individual and institutional retirement planning. The firm specializes in fee-only advisory services, helping clients develop personalized financial strategies that align with their life goals. With a foundation built on fiduciary responsibility and transparency, Soltis Consulting serves individuals and organizations across Illinois and beyond, emphasizing independence in financial decision-making. The company has been serving clients since 1993, rooted in a commitment to eliminating conflicts of interest common in traditional financial firms.
The firm was founded in 1993 by Lon Henderson and Hal Anderson, who established a fee-only model to ensure client alignment without external incentives. This approach has guided the growth of Soltis into a national firm with over 150 advisors, all dedicated to providing personalized service. Their focus on independence and fiduciary duty is central to their mission, with services including retirement plan design, investment menu construction, plan benchmarking, and fiduciary support for plan sponsors. The firm also offers institutional and retirement plan services, helping organizations meet their employees’ long-term financial needs.
Soltis Consulting, Inc. is located on Timber Trl in Wheaton, IL. The office sits within a residential and commercial area, with no notable landmarks listed in proximity. The firm’s presence in the community reflects its long-standing commitment to financial integrity and client-centered planning.
While the business currently has no public ratings or reviews, its foundation in fiduciary principles, decades of experience, and national reach underscore its established role in the financial advisory space. The firm continues to prioritize client values, helping individuals and organizations build wealth to support what matters most. In Wheaton, Soltis Consulting stands as a dedicated resource for those seeking transparent, conflict-free financial guidance.