Michael Solari
CFP®
Solari Financial Planning, LLC
Principal
Michael Solari
CFP®
Solari Financial Planning, LLC
Principal
Providing comprehensive planning that's customized for you. - Michael Solari, CFP®
Fee-Only Financial Planner With Offices in Bedford NH, Nashua NH, and Boston MA
Michael Solari is a Bedford, NH fee-only financial planner. Solari Financial Planning, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Solari is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Michael Solari has over a decade of experience building comprehensive financial plans for families. Prior to starting Solari Financial, he worked with an independent firm focusing on high net worth individuals. Over time Michael began to carve out a niche working with physicians and engineers. In 2013, he established a fee-only financial planning firm, building it from scratch. From the beginning, his focus has always been on those accumulating wealth.
Michael also recognized advisor compensation models were complex and confusing. To further the need for transparency and objectivity, he incorporated a flat monthly fee model that has become popular with his client base.
Michael’s experience and expertise have led to requests and quotes in notable publications, including The Wall Street Journal, The Chicago Tribune, The Boston Globe, InvestmentNews and US News & World Report.
Michael Solari is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Solari Financial Planning is your alternative to typical advisory firms. As fiduciaries we are fee-only Certified Financial Planners™ that always put your interests ahead of our own.
Our firm tailors planning toward physicians and engineers as they accumulate wealth. We commit the same level of care and hard work that you put into your career. Our technology allows us to monitor your plan no matter where you are and as life changes quickly, we'll work proactively to help tackle your major financial concerns.
SFP's pricing structure is upfront and honest. It's our belief that clients should receive sound advice at a flat price.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Investment Management
- Comprehensive Financial Planning
- Tax Planning
- Retirement Income Planning
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Technology Professionals
- Physicians
- Engineers
- Growing Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Michael Solari is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Michael Solari is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Michael Solari is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Michael Solari
Office Locations:
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3 Executive Park Drive
Bedford, NH 03110 -
20 Trafalgar Square
Nashua, NH 03063 -
Ten Post Office Square
8th Floor
Boston, MA 02109
