Independently Certified

Soltis Advisors is proud to be among the first investment advisors globally to successfully complete the independent certification process of CEFEX, Centre for Fiduciary Excellence. CEFEX certification independently analyzes the trustworthiness and best practice processes of investment fiduciaries.

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Upcoming Conferences

Soltis 8th Annual Wealth Management Conference

September 25-26th
St. George, UT

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Latest Blog Post

Soltis to be Featured in Notable National Magazines St. George, Utah – Soltis Investment Advisors has been selected to be featured in nationally recognized business and investment magazines as one of the leading investment consultants in the intermountain west. Soltis will be first featured in Forbes in June. The same feature will appear in later... Read more

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