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 have led to requests and quotes in notable publications, including The Wall Street Journal, The Chicago Tribune, The Boston Globe, InvestmentNews and US News & World Report.
Memberships & Affiliations
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
CERTIFIED FINANCIAL PLANNER(TM) – The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.
NAPFA – The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors — highly trained professionals who are committed to working in the best interests of those they serve.