Soltis Consulting, Inc.

Soltis Consulting, Inc. is a Business Consultant in Wheaton, IL, located at 1484 Timber Trl. It holds a rating of 0.00 based on 0 reviews.

Soltis Investment Advisors provides individual wealth management and institutional retirement plan services. The firm operates on a fee-only model, advising clients without brokerage commissions, fee sharing, or financial product fees. Services include fiduciary responsibility and plan governance for defined benefit, defined contribution, profit sharing, and non-qualified plans. The firm also assists plan sponsors with 401(k), 403(b), pension, and profit sharing plans. Soltis is CEFEX certified.

The firm was founded in 1993 by Lon Henderson and Hal Anderson. It began as a small team and has grown into a national firm with over 150 experienced advisors and team members. The business model was designed to eliminate conflicts of interest found at other financial firms.

Soltis Consulting, Inc. provides fiduciary-focused wealth management and retirement planning services in Wheaton, IL.

Soltis Consulting, Inc. sits on Timber Trl in Wheaton, IL, just a tenth of a mile from West Roosevelt Road. The office is also about two tenths of a mile from Westhaven Park and three tenths of a mile from Winfield Creek.

BizScoreAI gives the business an Authority score of 100 out of 100, which shows who is behind the company to build trust with AI assistants and search engines. The Technical score is 96 out of 100, meaning the website is secure and easy for search engines to read. The firm ranks number 2 of 4 Business Consultant businesses that BizScoreAI has scored in Wheaton.