Advisors at this firm
Julian H
ChFC®, Series 63
Cumming, GA
Solomon Investments & Financial Planning, LLC
Julian Harwell is a ChFC® credentialed financial advisor with 52 years of industry experience. He is the managing member of Solomon Investments & Financial Planning, LLC, an independent firm he has led since 2018. Prior to this, he held roles at Ameritas Investment Corp and Ameritas Life Insurance Corp and has operated J.F.H. Financial Solutions since 1991. Harwell serves on the board of the Kimberly Chance Atkins Foundation, a nonprofit focused on breast cancer support for women. Solomon Investments & Financial Planning provides fee-based financial planning, asset-allocation management through a third-party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm offers hourly financial consulting and free public educational seminars, combining non-discretionary retail asset allocation with formal ERISA plan consulting and public workshops.
Trent S
Series 63, Series 65
Macon, GA
Solomon Investments & Financial Planning, LLC
Trent Solomon is the sole advisor at Solomon Investments & Financial Planning, LLC in Macon, GA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Calton & Associates, Inc., Dominion Investor Services, Inc., and Cambridge Investment Research. Outside of his advisory work, he co-founded Joshua's Wish, a nonprofit supporting pediatric cancer research and providing financial assistance to families. Solomon Investments & Financial Planning offers fee-based financial planning, asset-allocation management through a third-party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm also conducts free public seminars and provides pension consulting services for employer retirement plans.