Solari Financial Planning, LLC

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Michael Solari (CFP®, MS)

Michael Solari focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management
  • Medical Professionals

Planning Specialties

I work with clients on:

  • Retirement planning
  • Investment management
  • Tax planning
  • Employee benefits
  • Student loan payoff strategies
  • Company stock options
  • Insurance
  • Estate planning, and more

I offer financial planning, investment management, and one time plans all at a flat rate. I do not have an asset minimum to be able to work together, but instead offer a structure that allows us to continue working together as life changes and as you have questions.

Schedule a complimentary call today!

Additional Information

Michael has a decade of experience building comprehensive financial plans for families. Prior to starting Solari Financial, he worked with an independent firm focusing on high net worth individuals. Over time Michael began to carve out a niche working with physicians and engineers. In 2013, he established a fee-only financial planning firm, building it from scratch. 

Michael also recognized advisor compensation models were complex and confusing. To further the need for transparency and objectivity, he incorporated a flat monthly fee model that has become popular with his client base.

As a result, the demand for an alternative firm like this has grown. While he has offices in Bedford, Nashua NH, and Boston MA his firm also has the technology to reach his clients no matter where they are.

Michael’s experience and expertise have led to requests and quotes in notable publications, including The Wall Street JournalThe Chicago TribuneThe Boston GlobeInvestmentNews and US News & World Report.

NAPFA Start Date

May 28, 2013

Industry Start Date

June 01, 2009

Solari Financial Planning, LLC

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This Office

10 Post Office Sq 8th Floor Boston, MA 02109-4603 Phone: (603) 471-3088

Other Offices

20 Trafalgar Sq Nashua, NH 03063-1985 Phone: (603) 471-3088
3 Executive Park Dr Bedford, NH 03110-6918 Phone: (603) 471-3088 Fax: (603) 367-3413