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Credentials and Distinctions

20 Years in Business

20 Years in Business

For over 20 years, Investor Solutions has been helping clients reach their investment goals by offering unbiased portfolio management and advice. Since its 1993 inception, Investor Solutions has received numerous accolades, including mention on Barron’s Top 100 Independent Financial Advisers list, and solidified its reputation as a first rate fee-only financial planning firm. This experience helps us provide you with the best possible portfolio management tailored to your specific needs.
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NAPFA – National Association of Personal Financial Advisors

NAPFA – National Association of Personal Financial Advisors

Investor Solutions is a proud member of The National Association of Personal Financial Advisors,the nation’s leading organization of Fee-Only comprehensive financial planning professionals. Predicated on the core values of competency, comprehensive holistic advising, fee-only compensation, client centered relationships and complete disclosure, NAPFA advocates the highest standards of financial planning and includes Investor Solutions amongst the most trusted personal financial advisors in the nation. For more information visit www.NAPFA.org

Fee-Only

Credentials and Distinctions Investor Solution

As Fee-Only advisors, Investor Services helps to assure you maximize the value of your financial services and receive objective advice. Unlike commission-based advisors, fee-only advisors charge a flat rate, thus ensuring advice is based on what is best for the investor’s portfolio, not what will earn the advisor a higher commission. Investor Solutions has been certified by NAPFA as a fee-only advisor. For more information on fee-only advising visit www.NAPFA.org or www.investopedia.com

Paladin 5-Star Advisor

Paladin 5-Star Advisor

Investor Solutions has been honored multiple times by Paladin, an independent, objective source of information for investors using the services of financial advisors. Paladin profiled Investor Solutions in its registry due to the seven criteria and 5 star quality rating achieved by Investor Solutions. Some criteria include the proper certifications and registrations, clean criminal and compliance records, minimum five years experience, and willingness to provide full disclosure on all fees and potential conflicts. In addition to meeting each of these requirements, Investor Solutions has completed Paladin’s Financial Advisor Due Diligence (FADD) process, which verifies credentials and information about Investor Solutions in an unbiased fashion. This certification ensures that all distinctions and claims from Investor Solutions are 100% verified and accurate. For more information visit www.PaladinRegistry.com

MD Preferred Service Award

MD Preferred Service Award

As a recipient of the MD Preferred Medallion of Excellence, Investor Solutions has proven to meet the stringent standards and special needs of the medical community. The MD Preferred Service Network brings together a wide array of service professionals for the busy physician, advocating a carefully screened set of professional service providers who have a sophisticated internet and local marketing presence, high ethical standards, and expertise in the field of financial advising. This prestigious award is presented only to financial advisors with extensive experience and education dealing with the medical community. For more information visit www.mdpreferredservices.com