A complete list of active advisors currently associated with Solid Rock Capital Management
Warmer can help you find a great advisor at Solid Rock Capital Management or one who fits your needs even better.
Solid Rock Capital Management serves individuals, high-net-worth individuals, and small businesses with comprehensive financial planning and portfolio management focused on retirement readiness, cash-flow modeling, investment planning, tax planning, and insurance/risk management. The firm frames engagements around whole-person plans that integrate multiple accounts and life-stage considerations. The investment approach blends fundamental analysis (including discounted cash flow valuation) with technical indicators, seeks diversified allocations, and intentionally limits trading to reduce transaction costs. Plans are tailored with tax-aware considerations—Roth/Traditional IRA composition, qualified plan contributions, net unrealized appreciation, and liquidity needs are explicitly analyzed as part of the planning process. Compared with many peers, the firm regularly offers public educational seminars and workshops at no charge, presenting general financial-planning topics while reserving personalized advice for clients who engage the firm. The adviser provides hands-on oversight—monthly account reviews and detailed reporting—and accepts discretionary authority while allowing clients to impose reasonable security-level restrictions.
To learn more about the advisors currently working at Solid Rock Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 6
|
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