Soltis Investment Advisors
Expert Guidance for a Brighter Financial Future
Our Story
Building Your Future on the Foundation of Our Past
Soltis Advisors was founded on one principle: to provide advisory services to clients in a fiduciary capacity. Since our founding in 1993, we’ve continued to build on that foundation of doing what’s right for you, without the typical conflicts of interests found at other financial firms (e.g. brokerage commissions, fee sharing and financial product fees).
To create, build, and manage wealth so our clients are free to pursue life’s most important endeavors
In the fall of 1992, Lon Henderson was invited by his good friend, Hyrum Smith (founder of Franklin Covey) to manage the wealth generated by taking his company public. Hyrum invited Lon to leave his current employment with a renowned money management firm to become the “gatekeeper” of his family’s wealth.
Although intrigued and flattered by the offer, Lon wanted to do more than serve a single client. So he designed a firm based on a business model that was unique within the financial services industry, “fee-only”. Joined by Hal Anderson, the firm became a fiduciary to its clients which meant all investment advisory decisions would always be made in the best interests of its client. This remains the core principle of Soltis today.
This presentation is limited to the dissemination of general information pertaining to Soltis Investment Advisors, LLC (“Soltis Advisors”) investment advisory services. Soltis Advisors is an SEC registered investment adviser with its principal place of business in the State of Utah. The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to engage in a particular investment strategy. Past performance is no guarantee of future results, and there is no guarantee that the views and opinions expressed in this presentation will come to pass.
The Soltis Investment Advisors, LLC logo is a green Möbius Strip sprayed with light.
A Möbius Strip is a surface with only one side and one edge. If you draw a continuous line starting anywhere on the surface, the line will extend along the entire surface and return to where it began. At Soltis, this represents two things. First there is only one side, our clients side, and we always do what is in the best interest of our clients. Second, travelling along the Möbius Strip represents a never ending journey, which reminds us that creating, building, and managing wealth is a long-term venture, requiring consistent execution over time. By developing enduring relationships with our clients, Soltis becomes a partner in accomplishing your life’s most important endeavors.
The color green represents stability, balance, growth, life, wealth, safety, vibrancy and harmony which are characteristics that we strive for our clients to achieve in their life. At Soltis, we understand wealth is a responsibility that, when managed well, brings great benefits not only to its bearer but also to those the bearer chooses to assist, creating a fertile garden of growth and abundance in a world full of discord and hardship.
Lon Henderson was invited by his good friend, Hyrum Smith (founder of Franklin Covey) to manage the wealth generated by taking his company public. Hyrum invited Lon to leave his current employment with a renowned money management firm to become the “gatekeeper” of his family’s wealth. Although intrigued and flattered by the offer, Lon wanted to do more than serve a single client. So he designed a firm based on a business model that was unique within the financial services industry, “fee-only”. Joined by Hal Anderson, the firm became a fiduciary to its clients which meant all investment advisory decisions would always be made in the best interests of its client. This remains the core principle of Soltis today.
Soltis Advisors was founded on one principle: to provide advisory services to clients in a fiduciary capacity. Since our founding in 1993, we’ve continued to build on that foundation of doing what’s right for you, without the typical conflicts of interests found at other financial firms (e.g. brokerage commissions, fee sharing and financial product fees).
In March 1993 they purchased Tiny Tot Daycare and remolded it to be known as the Smith Henderson & Associates.
The second office of Smith Henderson & Associates was opened in a building known as the Pioneer Home.
In Feb 1997 they opened the Boulevard Office
Soltis moved office spaces to 192 E. 200 N.
The name Smith Henderson & Associates to Soltis Investment Advisors. Along with that the first Soltis Advisory Board was established. The original board members were: Hyrum W. Smith, Richard Headlee, Steven D. Harrop, Ron P. Mika, and Ned C. Hill.
In August 2005 Soltis moved to their location to the Mainstreet Plaza in St George UT.
Soltis Investment Advisors was recognized in Top 6% of Independent RIAs.
Classified among nation’s top firms February 2006
In 2007 Soltis Investment Advisors became a Partner and official member of the FN and Emigrant Network.
The first WM Client Conference was held, and included a variety of activities such as a Golf Tournament at the Ledges Golf Resort, floral design, or a culinary class.
Soltis Internship Program was created May 2010
Soltis Investment Advisors becomes CEFEX Certified.
Opening Office in Northern Utah – Thanksgiving Point
Soltis Investment Advisors opened the SLC Office.
Soltis Investment Advisors became a member of the Fidelity Referral Program (WAS).
300 Top Registered Investment Advisers
Top 401 Retirement Plan Advisers
Soltis Named Among Top 1,200 Financial Advisors
Soltis Ranked 7th Registered Investment Advisors
Soltis Named Among Top 150 RIA Firms
Accelerated growth with new offices in Bellevue, WA and Southlake, TX.
Additional offices opened in Novi, MI and Gilbert, AZ
Continued to scale national presence with new office in Boston
Named top 5 referral partner in Fidelity Referral Channel ("WAS")
Soltis Investment Advisors has further expanded its national presence by establishing a new office in Oakbrook Terrace, Illinois.
Received investment from LLR Partners and Estancia Capital Partners
Continued to scale national presence with new office in Broomfield, Colorado
