I was with an advisor at a bank. I thought that made sense because that’s where my money was. Little did I know I was paying way more in fees than I needed to...not just AUM, but also trading fees while my portfolio was not reflecting the growth the market was experiencing.I’m glad I tried Solomon out. The office is lean and efficient and Brian is very upfront with what and how he invests. Highly recommend.

Was with big “wire houses” for asset management and financial planning for years but realized that I was getting “cookie cutter” service because I didn’t have $10 million+ with them.Brian actually spent the time, built me a full financial plan, AND made me custom accounts that we built together with my goals as the foundation.Awesome experience! So far has been paying off big! Excited to see how my portfolio grows!