Solomonwood, Llc

Since 1977, our team of experienced, friendly and service-oriented advisors have helped our clients' meet their needs. We look forward to building a relationship with you and working alongside you to accomplish your goals. SolomonWood is a comprehensive financial services group with a “client-first” focus. Leveraging our strategic partnerships with financial, accounting, and legal advisors, just to name a few; SolomonWood collaborates with the other professionals and advisors in a client’s life to ensure robust and thorough planning and execution. We envision a financial planning community where professionals work collaboratively to ensure clients are given thorough advice. We will continue to mentor young advisors and advisor groups, alike, and to provide a path-forward for these professionals to offer sound financial advice. •We believe clients benefit from ongoing advice and often make mistakes without it •We believe in getting to know our prospective clients first—in order to decide if we are a good fit in working together •We believe that skilled advisors, working in a collaborative setting, give the best advice •We believe in providing services under an affordable and mutually beneficial cost structure for clients and advisors alike