Solari Financial Planning, LLC

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Michael Solari (CFP®, MS)

Michael Solari specializes in
the following areas of expertise:

  • Advising Medical Professionals
  • Hourly Financial Planning Services
  • Newlyweds & Novice Investors
  • Ongoing Investment Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

I work with Gen X Physicians and Engineers to help navigate their financial lives and solve issues proactivly as things change.

I work with clients on:

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

I offer monthly memberships, investment management and hourly services 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.

Additional Information

Michael has nearly 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. From the beginning his focus has always been on those accumulating wealth.

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 has 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