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.

More Information

View Certificate »

National Recognition

See our ranking in Barron's List of America's Best Financial Advisors.

Barrons Ranking Logo

Financial Times Top 300 Registered Investment Advisors

Our Brochure

Click the image below to view our latest brochure.