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We are: Financial Advisors focused
on your needs.

Whether you’re still building your wealth, nearing retirement, or are already there, it’s time to take a serious look at your investments. At Portfolio Solutions®, you’ll have a dedicated Financial Advisor accompanied by an experienced team of professionals who will listen, understand and work with you through every step of your financial journey.  From assessing, building and managing your portfolio to adjusting your financial plan as your needs and goals change. Because we believe in giving you support, as well as investing expertise, we’re always just a phone call away.


STEP 1. Getting to know you.

You're one of a kind, and you plan should be as well.  That's why we want to learn about who you are? Your investments are unique to your current situation, your financial goals and your lifestyle. If your plan doesn’t work with those variables, it will never work for you. That’s why our first step is to talk with you and get to know your financial situation, goals and risk tolerance.

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Living Off Your Investment Portfolio is the perfect guide for understanding your retirement picture, how much income you will need, and how your portfolio is designed to support it. 

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STEP 2. Developing a strategy.


Once we know who you are, we take a big-picture look at your financial profile based on your current assets, savings, spending patterns, risk tolerance and investing time horizon. Then we will recommend an asset allocation strategy that is right for you.

Properly measured, the average actively managed dollar must underperform the average passively managed dollar…

-William Sharpe

STEP 3. Building your portfolio.

First, we create a portfolio based on your needs and goals. Then, we invest your money into carefully selected, low-cost index funds and ETFs that align with your asset allocation. It’s important to note that, as a client of Portfolio Solutions®, you have access to funds not usually available to individual investors.

Don’t look for the needle in the haystack. Just buy the haystack!

-John Bogle

STEP 4. Keeping watch.

We keep vigilant watch over your portfolio. After all, properly executed investment plans require diligent supervision and attention. At Portfolio Solutions®, we monitor your account daily and rebalance assets when necessary. When we do rebalance, we do so with purpose and seek to minimize trading costs. Rebalancing helps us buy low and sell high, maintain diversification and manage your portfolio's risk.