Soltis Investment Advisors Celebrates Its 33rd Anniversary

ST. GEORGE, Utah — March 6, 2026 – Soltis Investment Advisors is proud to celebrate its 33rd anniversary and more than three decades of dedication to providing fiduciary guidance to clients.

At the time of Soltis’s founding in 1993, the “fee-only” fiduciary model was rare in the financial industry. Founders Lon Henderson, Hal Anderson, and Hyrum Smith were firm believers that all investment decisions should be made in the client’s best interest. That meant no product pushing or sales commissions.

This has served as Soltis’s guiding principle every year since. To this day, the firm retains the simple yet bold belief that wealth is a responsibility that, when managed well, brings great benefits, creating a fertile garden of growth and abundance in a world full of discord and hardship.

Over the past 30 years, Soltis has grown from a single-office firm in St. George, Utah, into a well-resourced nationwide RIA, providing investment advisory services to more than $13 billion* in Assets Under Management and Assets Under Advisement (AUM/AUA). Soltis’s commitment to exceptional client service and guidance has driven significant growth and a 95 percent client retention rate. In 2025, Soltis hired 31 new employees, opened a new office in South Carolina, and acquired Jay Wells’ High End Financial, which manages more than $500 million in client assets.

As Soltis approaches its 33rd anniversary, the firm is well-positioned for continued growth throughout 2026 and remains committed to delivering boutique client service combined with the sophistication of a deep, experienced institutional investment team.

To all of the clients who have placed their trust in us over the past three decades, we thank you and look forward to continued growth in your investment journey.  

*as of 9/30/25