Financial Advisors
Austin, TX
Solstice Wealth is a fee-only financial planning firm founded by CFP Philip and Certified Financial Therapist Julia, offering comprehensive wealth management services including ongoing financial planning, investment management, and tax strategy optimization. With over 15 years of experience helping clients navigate major life transitions—from inheritance and divorce to business growth—they focus on demystifying complex financial decisions and addressing both the emotional and practical aspects of money management. Their fee-only model means no commissions or product sales, just advice aligned with your needs.
Ideal for: Couples navigating major life transitions, high-net-worth individuals seeking tax optimization, entrepreneurs managing business growth, people seeking holistic financial and emotional guidance
Service area: Austin, TX and nationwide
Fee-Only Model: No commissions, no product sales—just transparent, fiduciary advice aligned with your best interests.
Financial Therapy Approach: Co-founders integrate emotional intelligence with financial planning, helping clients address the psychological aspects of money decisions during life transitions.
Tax-Smart Wealth Management: Comprehensive investment management includes year-round tax optimization, rebalancing, and tax-loss harvesting to maximize after-tax returns.
Address: 14205 N Mopac Expy 5th Floor, Austin, TX 78728
Phone: (512) 693-9814
Website: solsticewealth.co
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