Financial planning on a flat fee.
Solon Wealth is a financial planning firm for people who want a plan they can act on, not a product pitch. One fee, stated in dollars, agreed before any work begins.
No commissions. No percentage of your assets. No custody of your money — your accounts stay at your own brokerage, in your name.
What the work covers
The plan
Cash flow, savings, debt, taxes, retirement, and equity compensation, assembled into one written plan with a sequence to follow.
Coordination
Work alongside your attorney, CPA, and insurance professional on estate and tax matters. We prepare no legal documents and accept no commissions.
Monitoring
Ongoing engagements track progress against the plan and flag drift — spending, allocation, and goal funding — so nothing sits unexamined for a year.
Get in touch
Solon Wealth is taking a deliberately small number of clients. Introductions start with a conversation, at no cost, about whether the work is a fit.