Soltis Earns a Spot Among Top 150 RIAs

Soltis Investment Advisors pic
Soltis Investment Advisors
Image: soltisadvisors.com

Wayne Demeester is an investment advisor in Washington State with three decades of experience. In his current capacity Wayne Demeester works closely with Soltis, a Utah-based investment advisory firm. Soltis recently earned distinction for being among the top 150 Fee-Only Registered Investment advisory firms (RIAs) in 2016. Soltis was one of only three RIAs in the Rocky Mountain region to earn a spot on the list.

Soltis offers a variety of financial planning and investment management services. The firm is headquartered in St. George, Utah, and a second office was recently opened in Salt Lake City. As a fee-only firm, Soltis only accepts compensation from its clients as opposed to accepting payment from third parties. Additionally, Soltis is a fiduciary, which means that financial advice and investment options offered by Soltis are completely determined by each client’s needs and desires.

The list of the best 150 RIA firms was created by Financial Planning magazine. The list is limited to independent advisory firms, which means that firms owned by outside management and firms that are closely affiliated with insurance companies weren’t included in the rankings.

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