Financial advice that gets you.

Life doesn’t stand still.
Neither should your financial plan.

But personalization at that level takes time. When your advisor is free from day-to-day busywork, they can focus more deeply on what they do best—caring for you.

That’s where Solara comes in.

Solara exists to make you the center of your advisor's universe.

The greatest advice is rooted in real, human relationships. Solara takes care of complexities behind the scenes so our advisors can prioritize getting to know who you are, what you care about, and what dreams and aspirations you want your money to help you achieve.

This is a new era of financial advice, where every advisor is 10x more impactful, and every client feels 10x more understood.

Here’s how we help:

Ongoing, Personalized Advice

A deep, one-on-one relationship with your advisor, built around your values, goals, and aspirations.

Proactive, Full-Picture Planning

Every aspect of your finances is actively managed to keep your money moving forward.

Goal-Based Investment Strategies

Our approach is determined by what’s best for you and the vision you have for your life.

Automated Portfolio Optimization

We continuously optimize your portfolio and automate tax strategies behind the scenes.

Detailed Progress
Tracking

Clear, simple updates on what’s happening and why. You’re never in the dark.

Refinement and
Reassurance

Your advisor proactively fine-tunes your plan and ensures peace of mind as life evolves.

Your life isn’t a spreadsheet. It’s a story.

One shaped by growing families, career shifts, quiet sacrifices, and building a legacy that reflects your values. That’s why we design your plan to evolve just as rapidly as your life does, not once a year. With an advisor who truly knows you and modern technology quietly guiding your path, your vision of wealth becomes as clear as day.

Solara advisors are empowered by a platform that offers better service, and more personalization around your aspirations.

Dynamic, personalized guidance.

  • Before we talk numbers, we get to know you—your story, values, and the life you want to live. This is the foundation of everything we do.

  • Advice should be built around behavior, not just benchmarks. Now that we understand who you are, we can put a plan into place that suits your needs and how you behave with money.

  • While our technology works seamlessly in the background—constantly fine-tuning, optimizing, and self-improving—your advisor stays focused on you and your shifting needs.

See your financial life in a new light.

Let’s talk next steps.